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AMD to buy Silo AI for $665M

ft.com

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Re: AMD to buy Silo AI for $665M

#3
Nice to see AMD finally doing something about competing in the compute market (LLM being the hottest thing at the moment)!

Though apparently MI300X is a fine product as well. But it still needs code.

Re: AMD to buy Silo AI for $665M

#4
My cursory understanding is that Silo is a developer of LLMs that run on top of compute platforms. Isn't the problem with no one using AMD's accelerators the fact that their programming environment is sub-par compared to CUDA, or even Apple's?

Re: AMD to buy Silo AI for $665M

#6
post #4

My cursory understanding is that Silo is a developer of LLMs that run on top of compute platforms. Isn't the problem with no one using AMD's accelerators the fact that their programming environment is sub-par compared to CUDA, or even Apple's?

Sure, buying this company for 600m will fix everything.

Re: AMD to buy Silo AI for $665M

#8
post #4

My cursory understanding is that Silo is a developer of LLMs that run on top of compute platforms. Isn't the problem with no one using AMD's accelerators the fact that their programming environment is sub-par compared to CUDA, or even Apple's?

They successfully trained LLMs on Lumi, which has AMD Instinct MI250X GPUs. This perhaps provides a hint about one angle on why AMD are interested.

Re: AMD to buy Silo AI for $665M

#9
Huge congratulations to the founders and what a nice mark for the European (and Nordirc) startup community.

It's gonna be quite interesting to see if this works out strategically.

I guess the bet is an in-house army of PhDs vs. having a CUDA - which you don't as a second mover here - and assuming PhDs tightly coupled with the hardware can outperform an open framework/ push Triton to parity to CUDA over time.

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