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Earlier quoted context omitted.
Sure, buying this company for 600m will fix everything.
That is the most sarcastic thing I have read in weeks. But isn't getting a software stack the exact kind of thing they need? Is there no overlap in the skills at the purchased company and the skills needed to make the AMD software stack not suck?
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.
It's certainly not Lisa Su's fault that the clowns over at Intel got stuck on variations of 14nm (with clever marketing names like 14nm+++++) for nearly a decade, but credit certainly is hers for introducing Zen and putting AMD back on top of the x86 market.
With the new x870(e) motherboards and Granite Ridge chips right around the corner, effortlessly destroying the pyrotechnic processing units known as Raptor Lake, it's honestly a miracle to me that Intel's stock price is still as high as it is.
Guess wall street still loves those billions of forcefully confiscated taxpayer dollars being doled out by Uncle Sam to a graying dinosaur like Intel who couldn't even compete without those handouts... the quality of their marketplace offerings certainly isn't what's keeping that valuation up!
Imagine AMD simply put that $665M into tooling and driver development. The stock probably would have doubled.
I always wonder about these thought experiments. Given a few good talented people and good management ... you'd think they'd be able to put a team together, but maybe talent in this area is few / far between? To be clear, i'm not disagreeing, I really don't know, but yeah $665M, could do a lot with that.
I've been thinking that NVDA stock is massively overpriced - yes, AI is a hot topic, but their only advantage is the software stack. It is just a matter of time until Intel and AMD realize that they should join hands and do an open-source CUDA alternative for their respecitve GPUs (yes, Intel has competetive GPUs and just like AMD and Nvidia they will try to get a share of the AI chip market share).
Looks like a consulting company[1] at first glance. Also, empty HuggingFace account[2]. [1]: https://www.silo.ai/ [2]: https://huggingface.co/SiloAI
Earlier quoted context omitted.
That is the most sarcastic thing I have read in weeks. But isn't getting a software stack the exact kind of thing they need? Is there no overlap in the skills at the purchased company and the skills needed to make the AMD software stack not suck?
Sure, there is some overlap. Is that overlap worth 665M?
Anyone know a timeline for AMD on MLPerf?
My company, Hot Aisle, has a box of mi300x (soon to be +16 more) that we have dedicated as a free resource to unbiased benchmarking. That's instigated articles like the Chips & Cheese one and the Nscale Elio post...
https://chipsandcheese.com/2024/06/25/testing-amds-giant-mi3...
https://www.nscale.com/blog/nscale-benchmarks-amd-mi300x-gpu...
I've been thinking that NVDA stock is massively overpriced - yes, AI is a hot topic, but their only advantage is the software stack. It is just a matter of time until Intel and AMD realize that they should join hands and do an open-source CUDA alternative for their respecitve GPUs (yes, Intel has competetive GPUs and just like AMD and Nvidia they will try to get a share of the AI chip market share).
Earlier quoted context omitted.
Sure, buying this company for 600m will fix everything.
"fix"? What is there to fix? AMD has been simultaneously fighting Intel and Nvidia, two MUCH larger companies, and it's been winning the fight against Intel for close to a decade now. It's certainly not Lisa Su's fault that the clowns over at Intel got stuck on variations of 14nm (with clever marketing names like 14nm+++++) for nearly a decade, but credit certainly is hers for introducing Zen and putting AMD back on…