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AMD leaps after launching AI chip that could challenge Nvidia dominance

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Re: AMD leaps after launching AI chip that could challenge Nvidia dominance

#11
AMD needs to launch drivers, not chips. Who’s going to develop ML models on a card that can’t connect to a popular ML model?

I look at their financial performance and it’s staggering how they’ve missed the boat - and this is during a huge boom on gaming, crypto, and AI.

Compare:

https://valustox.com/AMD

VS

https://valustox.com/NVDA

Re: AMD leaps after launching AI chip that could challenge Nvidia dominance

#12

Do they have a good CUDA alternative?

Can't speak to how it compares to CUDA however they are developing ROCm[0] [0]: https://www.amd.com/en/products/software/rocm.html

Next to nothing is written that targets this. Not Stable Diffusion, not RVC, not Vall-E, not Tacotron, not Tortoise, ...

Maybe the LLM space is better about this, but the generative media side definitely isn't.

AMD has a market share of 0% here, and nobody publishes models with AMD support.

Re: AMD leaps after launching AI chip that could challenge Nvidia dominance

#16

AMD needs to launch drivers, not chips. Who’s going to develop ML models on a card that can’t connect to a popular ML model? I look at their financial performance and it’s staggering how they’ve missed the boat - and this is during a huge boom on gaming, crypto, and AI. Compare: https://valustox.com/AMD VS https://valustox.com/NVDA

They are not only missed AI boom, they are also seems to be overpriced by a huge margin compared to Intel or even NVDA.

Re: AMD leaps after launching AI chip that could challenge Nvidia dominance

#17

AMD needs to launch drivers, not chips. Who’s going to develop ML models on a card that can’t connect to a popular ML model? I look at their financial performance and it’s staggering how they’ve missed the boat - and this is during a huge boom on gaming, crypto, and AI. Compare: https://valustox.com/AMD VS https://valustox.com/NVDA

That's not such a big concern, LLMs run on all things today. It won't be that hard to make them work on AMD. Before 2020 we had much more architectural diversity.

Re: AMD leaps after launching AI chip that could challenge Nvidia dominance

#18

AMD needs to launch drivers, not chips. Who’s going to develop ML models on a card that can’t connect to a popular ML model? I look at their financial performance and it’s staggering how they’ve missed the boat - and this is during a huge boom on gaming, crypto, and AI. Compare: https://valustox.com/AMD VS https://valustox.com/NVDA

That is the confusing part say you need to hire 100 people at 1 mil. per year comp to get drivers to a good state. Thats 1/3 of their quarterly profit but would prob double the revenue in a few years.

Re: AMD leaps after launching AI chip that could challenge Nvidia dominance

#19

Do they have a good CUDA alternative?

I don't know, but couldn't people use LLMs to drastically lower the cost of switching? Converting a codebase to use a different platform doesn't require creativity.

I think we shouldnt even try, because LLMs will simply design new hardware and software all by its own. All we need to do is sit and watch, while collecting UBI.
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