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Blackwell being sold out for 12 months sounds like market opportunity for AMD. A chip is better than none.

by linotype 2y ago

gdiamos 2y ago
H100s are available at increasingly affordable prices
- markhahn 2y ago
  yes, the AI bubble is at least deflating. that's what's so corrosive about media coverage and stock-market speculation: it corrupts any actual price signals in the market. there is not an infinite demand for AI training, let alone AI inference.
- robotnikman 2y ago
  Now if only they could be affordable for the average consumer... A man can dream...
  - blihp 2y ago
    When we get to the end of the hype cycle, they will be. The only question is if people will be interested in footing the power bill for any of the ocean of obsolete data center GPUs that companies will be dumping.
- electronbeam 2y ago
  Depends on what yield AMD has, they may be able to undercut that if aiming for marketshare rather than revenue. The marginal cost of each chip is dollars. The 5 digit prices for H100s are just margins to be undercut
  - gdiamos 2y ago
    After deep diving into building datacenters, I realized that traditional clouds (AWS, Google, azure) add a huge margin to GPUs like H100s. You can (and I think should), cut it out by going with coreweave, lambda, another or doing it yourself I’m okay paying that huge margin to first tier cloud for CPUs and disks, which are cheap, but not GPUs
nabla9 2y ago
Nvidia will compete with pricing using H100, H200 against AMDs latest. Basically AMD will get sales, but profit margins are nowhere where Nvidia is. Operating income to sales (ttm): AMD: 4% NVDA: 62% Nvidia and AMD and both competing as customers to TSMC for fab supply they need to order 1-2 years in advance. Apple and Nvidia are served first because they are the best paying customers. ps. When Intel was the big dog, it almost killed AMD every time they made a x86 chip that was better than Intel. All Intel had to do was to sacrifice little profit margins, removing AMDs profit. This time the demand is so high that it's not going to happen, so AMD can enjoy the piece it has.
- kolbe 2y ago
  How did that strategy work out for Intel?

Blackwell being sold out for 12 months sounds like market opportunity for AMD. A chip is better than none.

gdiamos 2y ago

H100s are available at increasingly affordable prices

markhahn 2y ago
yes, the AI bubble is at least deflating. that's what's so corrosive about media coverage and stock-market speculation: it corrupts any actual price signals in the market. there is not an infinite demand for AI training, let alone AI inference.
robotnikman 2y ago
Now if only they could be affordable for the average consumer... A man can dream...
- blihp 2y ago
  When we get to the end of the hype cycle, they will be. The only question is if people will be interested in footing the power bill for any of the ocean of obsolete data center GPUs that companies will be dumping.
electronbeam 2y ago
Depends on what yield AMD has, they may be able to undercut that if aiming for marketshare rather than revenue. The marginal cost of each chip is dollars. The 5 digit prices for H100s are just margins to be undercut
- gdiamos 2y ago
  After deep diving into building datacenters, I realized that traditional clouds (AWS, Google, azure) add a huge margin to GPUs like H100s. You can (and I think should), cut it out by going with coreweave, lambda, another or doing it yourself I’m okay paying that huge margin to first tier cloud for CPUs and disks, which are cheap, but not GPUs

nabla9 2y ago

Nvidia will compete with pricing using H100, H200 against AMDs latest. Basically AMD will get sales, but profit margins are nowhere where Nvidia is. Operating income to sales (ttm): AMD: 4% NVDA: 62% Nvidia and AMD and both competing as customers to TSMC for fab supply they need to order 1-2 years in advance. Apple and Nvidia are served first because they are the best paying customers. ps. When Intel was the big dog, it almost killed AMD every time they made a x86 chip that was better than Intel. All Intel had to do was to sacrifice little profit margins, removing AMDs profit. This time the demand is so high that it's not going to happen, so AMD can enjoy the piece it has.

kolbe 2y ago
How did that strategy work out for Intel?