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How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?
Arg, I sold out of my position in $AMD in January after growing impatient waiting for Ryzen profits to show up. That proved to be a mistake, should have held onto my guns and thesis. Perfect buy was on April 25th, up 75% since then.
How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?
It is extraordinary how much AMD is faltering for deep learning, with most projects being built for only nvidia. Their ROCM/HCC thing is neat, but at this stage I would expect AMD to have large scale involvement with all major deep learning projects, ensuring that they fully leverage AMD GPU hardware. Instead it's just a couple of half-baked, half-ready sort of ports.
AMD was literally going bankrupt like 2 years ago. They fired 30% of their staff and then reverse-mortgaged their headquarters. They bet their entire company on "Zen" and... luckily, it paid off.
https://www.theverge.com/2012/10/12/3496006/amd-layoffs-10-p...
https://arstechnica.com/information-technology/2013/03/amd-s...
AMD finally has money to actually invest into long-term projects. But AMD just didn't have the money to do so between 2012 and 2016.
Unfortunately, it will take until 2020 before AMD puts something together. It just takes a long time to build software and hardware. But ROCm shows how AMD is beginning to accelerate, finally, into the GPGPU compute sector.
Anyone increased their NW substantially betting on AMD?
Bitcoin/crypto would have been my next best-- if only I hadn't had my bitcoins stolen from an early mining pool... oh well.
Uh, do they mean vega GPUs or EPYC CPUs?
That aside, the experience I've have had with the EPYC cpus has been awesome. They are truly amazing for the price tag.
How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?
They've made a CUDA competitor ( https://rocm.github.io/ ) and it works well enough to port Tensorflow to ( https://github.com/ROCmSoftwarePlatform/tensorflow ). Not super impressive, but we'll see what happens I guess.