6 ms·

AMD has sold out their MI300x and are trying to get more allocation from TSMC. NVDA's moat is their relationship with TSMC.

latchkey 2y ago
Eh? I just ordered 128 of them a few days ago.
- paulmd 2y ago
  in fairness, you also are a high-profile cloud provider with a pre-existing relationship - if small. ;)
  - latchkey 2y ago
    Are you having trouble with your allocation?
- Jlagreen 2y ago
  To be fair, 128 are maybe $2.5 million revenue for AMD. If they predict $4b then we talk about 200-400k MI300X. For every $1b more revenue, AMD needs capacity from TSMC in the area of 50-100k. To be frank, your 128 are a rounding error in that. Nvidia has shipped almost 4 million DC GPUs in 2023 to give your an idea about the sizes for it to count on the balance sheet.
  - latchkey 2y ago
    Mi300x only really started being used in April…. A whopping 3 months ago. We are a brand new startup and tiny. Not pretending to be anything else. But we are also early and one of the first to buy and receive these cards. We have excellent backing and will grow with demand. The more people wake up to an alternative, that is actually available and as we are proving… viable, the more demand we will have. The need for compute is endless. Dell is a partner of ours and sees the value in our proposition. That is huge. They are hungry to grow their AI business the same way AMD is. Give it time. The frankness is appreciated, but obvious. Comparisons against nvidia today are laughable. This is a long tail game. Talk to me in a few years. This is not a football game with a winner and loser. Our goal is to not just be AMD, but every chip that our customers want.
- drexlspivey 2y ago
  Maybe it changed since then but Lisa Su said in the last earnings: “We are tight on supply, so there’s no questions in the near term that if we had more supply, we have demand for that product, and we're going to continue to work on those elements as we go through the year,” Su said, adding that she’s “very pleased with how the ramp is going.”
  - latchkey 2y ago
    Tight vs. sold out

latchkey 2y ago

Eh? I just ordered 128 of them a few days ago.

paulmd 2y ago
in fairness, you also are a high-profile cloud provider with a pre-existing relationship - if small. ;)
- latchkey 2y ago
  Are you having trouble with your allocation?
Jlagreen 2y ago
To be fair, 128 are maybe $2.5 million revenue for AMD. If they predict $4b then we talk about 200-400k MI300X. For every $1b more revenue, AMD needs capacity from TSMC in the area of 50-100k. To be frank, your 128 are a rounding error in that. Nvidia has shipped almost 4 million DC GPUs in 2023 to give your an idea about the sizes for it to count on the balance sheet.
- latchkey 2y ago
  Mi300x only really started being used in April…. A whopping 3 months ago. We are a brand new startup and tiny. Not pretending to be anything else. But we are also early and one of the first to buy and receive these cards. We have excellent backing and will grow with demand. The more people wake up to an alternative, that is actually available and as we are proving… viable, the more demand we will have. The need for compute is endless. Dell is a partner of ours and sees the value in our proposition. That is huge. They are hungry to grow their AI business the same way AMD is. Give it time. The frankness is appreciated, but obvious. Comparisons against nvidia today are laughable. This is a long tail game. Talk to me in a few years. This is not a football game with a winner and loser. Our goal is to not just be AMD, but every chip that our customers want.
drexlspivey 2y ago
Maybe it changed since then but Lisa Su said in the last earnings: “We are tight on supply, so there’s no questions in the near term that if we had more supply, we have demand for that product, and we're going to continue to work on those elements as we go through the year,” Su said, adding that she’s “very pleased with how the ramp is going.”
- latchkey 2y ago
  Tight vs. sold out