SemiAnalysis has a nice write-up on MI300X vs H100/H200 and concludes that the CUDA moat is still very real: https://semianalysis.com/2024/12/22/mi300x-vs-h100-

SemiAnalysis has a nice write-up on MI300X vs H100/H200 and concludes that the CUDA moat is still very real: https://semianalysis.com/2024/12/22/mi300x-vs-h100-vs-h200-benchmark-part-1-training/ https://semianalysis.com/2024/12/22/mi300x-vs-h100-vs-h200-b... "As fast as AMD tries to fill in the CUDA moat, NVIDIA engineers are working overtime to deepen said moat with new features, libraries, and performance updates."