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We have 136 of these things. Not thousands. AMD is intentionally keeping their number of providers limited [0](bottom of page). No two providers has the same c
by latchkey 2y ago
We have 136 of these things. Not thousands. AMD is intentionally keeping their number of providers limited [0](bottom of page).
No two providers has the same customers, meaning the workloads vary quite a lot, and a lot of the "professional" developers you're talking about all have jobs that rent this compute.
These GPUs are enterprise, they only come in one form factor. It is a 350lbs box that takes 10kW of power and some pretty serious cooling. It costs as much as an expensive Ferrari.
If you're now also suggesting that AMD also release another product that is easier for developers to get their hands on and deploy, then now you've totally lost me. You're exponentially trying to increase the amount of work and money they spend, for what? Some feedback?
[0] https://www.amd.com/en/products/accelerators/instinct.html https://www.amd.com/en/products/accelerators/instinct.html
- AnthonyMouse 2y ago> We have 136 of these things. Not thousands. That's a number within an order of magnitude, and you're presumably not the largest provider. > No two providers has the same customers, meaning the workloads vary quite a lot, and a lot of the "professional" developers you're talking about all have jobs that rent this compute. If you own something and you've having problems with it, you're more inclined to try to solve them. If you're renting something and you have problems with it, you're more inclined to rent something else instead. > These GPUs are enterprise, they only come in one form factor. It is a 350lbs box that takes 10kW of power and some pretty serious cooling. It costs as much as an expensive Ferrari. Making only 4-socket systems was a choice. You're also acting like multiple SKUs are something weird. Start offering Ryzen APUs with some on-package GDDR or HBM. Make something that fits in the Threadripper socket and uses PCIe power connectors for extra power. People would buy these things. The point is to create lots of systems in the hands of lots of people that use the same general hardware architecture so that you're improving its software support.
- deleted 2y ago[deleted]
- _zoltan_ 2y agoI think you underestimate the people here when you throw around things like "it costs as much as an expensive Ferrari". a lot of us work with systems like these, so we understand why they cost so much and what they can do. On Reddit this works, here, I feel this is pretty condescending. "Intentionally limiting" is just koolaid. It's ok to drink it, it's your business, but it's koolaid. You think if AWS wanted to deploy a couple hundred thousand of these systems, AMD would be sad? I bet Lisa would be happy. I tried renting a system, and putting in a credit card is not enough. That's a red flag for me. I don't want to email, chat with sales, etc, just put in a card number. This works for even GH200 systems over at lambda. As for number of SKUs, for Blackwell there are a lot, if you believe Jensen, and why wouldn't you? He stated at CES that almost every DC they go into is a bit bespoke with modifications. AMD seems unable to execute on this, which is reflected in its share price.
- latchkey 2y ago> I feel this is pretty condescending Apologies, not my intention. > I bet Lisa would be happy. I bet too! I was referring to neoclouds, not tier 1. > I tried renting a system, and putting in a credit card is not enough. You truly don't need to talk to anyone, CC and go: https://www.shadeform.ai/ https://www.shadeform.ai/ > AMD seems unable to execute on this, which is reflected in its share price. I agree, they haven't been doing the best job [0]. Let's hope they can show action and turn it around. [0] https://x.com/HotAisle/status/1880679135875362839 https://x.com/HotAisle/status/1880679135875362839
- _zoltan_ 2y agoOk, maybe it works now just by CC. Glad that's sorted. AMD is tone deaf unfortunately, but I liked your reply on X.