121–130 of 139 posts
Since we're talking about nvidia... :) is there anybody here who has access to a B200 NVL72 with working external nvlink switches and wants to share non-marketing impressions?
Since we're talking about nvidia... :) is there anybody here who has access to a B200 NVL72 with working external nvlink switches and wants to share non-marketing impressions?
Blackwell hasn't been released yet. I'm a little skeptical of the NVL racks since I've seen no success stories so far.
Earlier quoted context omitted.
Blackwell hasn't been released yet. I'm a little skeptical of the NVL racks since I've seen no success stories so far.
I mean there's none shipping (at least at volume as a product) yet, so no success stories makes sense?
It's unbelievable that INTC market cap is only 133B, AMD is only 274B and NVDA is 3,130B. That's 23x INTC and 11x AMD.
On the latest quarter, NVDA’s net profit was 3 times AMDs revenue
> AMD (NASDAQ:AMD) today announced revenue for the first quarter of 2024 of $5.5 billion, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07.
https://ir.amd.com/news-events/press-releases/detail/1192/am...
And Nvidia had a revenue $22.1 billion in Q4 2024, gross margin of 76%, operating income of $13.6B, net income of $12.2B, and diluted earnings per share $4.93. https://investor.nvidia.com/news/press-release-details/2024/...
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MI300x is doing quite well. https://chipsandcheese.com/2024/06/25/testing-amds-giant-mi3... https://www.nscale.com/blog/nscale-benchmarks-amd-mi300x-gpu...
Just the first link review you posted reinforces my argument: "...But we must now talk about the elephant in the room, and that is AMD’s software stack. While it is absolutely night and day from where it was when we tested MI210, ROCm is nowhere near where it needs to be to truly compete with CUDA..."
AMD did not really turn their attention to AI until about Oct of last year. Now that they have, it will take a bit of time to correct the course of the ship, but I know for certain that it is all hands on deck at this point. One sign of this is that we're seeing more frequent and substantial "night and day" improvements to ROCm.
The lifecycle of hardware, is years. MI300x is a substantial leap. MI325x is another one. The rest of the hardware roadmap (years out), is extremely impressive. Software is a much shorter lifecycle and can be iterated on more easily. Expect to continue to see improvements here over the coming years.
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> For like 8 years their drivers on Linux were a nightmare and AMD could have come in and done better. AMD eventually did while Nvidia's drivers remained a nightmare almost until these days. But sure, AMD could have done it sooner.
> AMD eventually did while Nvidia's drivers remained a nightmare and yet that trillion-dollar valuation built over the last decade is built with customers almost entirely running on those "nightmare" linux drivers, while AMD's linux drivers crash running the sample app on supported hardware+OS, and nobody at AMD cared until finally a tech-bro with a loud enough platform shamed them into fixing it... ... and this is s…
Earlier quoted context omitted.
On the latest quarter, NVDA’s net profit was 3 times AMDs revenue
Wow okay, that's really crazy. > AMD (NASDAQ:AMD) today announced revenue for the first quarter of 2024 of $5.5 billion, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. https://ir.amd.com/news-events/press-releases/detail/1192/am... And Nvidia had a revenue $22.1 billion in Q4 2024, gross margin of 76%, operating income of $13.6B, net income of…
That was the previous quarter. $14.881B net profit on the last one
Earlier quoted context omitted.
Wow okay, that's really crazy. > AMD (NASDAQ:AMD) today announced revenue for the first quarter of 2024 of $5.5 billion, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. https://ir.amd.com/news-events/press-releases/detail/1192/am... And Nvidia had a revenue $22.1 billion in Q4 2024, gross margin of 76%, operating income of $13.6B, net income of…
> And Nvidia had a revenue $22.1 billion in Q4 2024, gross margin of 76%, operating income of $13.6B, net income of $12.2B, and diluted earnings per share $4.93. That was the previous quarter. $14.881B net profit on the last one
https://nvidianews.nvidia.com/news/nvidia-announces-financia...
$26.044 revenue
78.4% gross margin
$16.909 operating income
$14.881B net income
$5.98 diluted earnings per share
I wonder how many companies had this problem.
I love this insider view into this interesting point in computing history, especially about AMD. However, I was a little put off by the glorification of nVidia's shady practices and lock-in policies as key to their current leading position. While technically true, I dislike "ends justify the means"-style thinking. All this as the OP glorifies AMD's engineering and grit-based culture to drive through all though tough…
What was their shady practices and lock-in policies?