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AMD may get across the CUDA moat

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21–30 of 312 posts

Re: AMD may get across the CUDA moat

#21
post #19

Earlier quoted context omitted.

If the margins and demand is there Intel will eventually show up

Is either in doubt?

Wouldn't be surprised if a bunch of investment is hype bubble and demand correction forces price correction. Maybe not immediately but at Intel's pace - they managed to miss out on mining bubble, wouldn't be surprised for them to release in a correction.

Re: AMD may get across the CUDA moat

#22
post #10

They are just too late even if they catch up. Until they make a leap like they did with ryzen nothing will happen.

>They are just too late even if they catch up.

Late certainly, too late I don't think so.

If you can field a competitively priced consumer card that can run llama fast then you're already halfway there because then the ecosystem takes off. Especially since nvidia is being really stingy with their vram amounts.

H100 & datacenter is a separate battle certainly, but on mindshare I think some deft moves from AMD will get them there quite fast once they pull their finger out their A and actually try sorting out the driver stack.

Re: AMD may get across the CUDA moat

#23

It's worth noting that AMD also has a ROCm port of Tensorflow.

When I try to install rocm-ml-sdk on Arch linux it'll tell me the total installed size would be about 18GB.

What can possibly explain this much bloat for what should essentially be a library on top of a graphics driver as well as some tools (compiler, profiler etc.)? A couple hundred MB I could understand if they come with graphical apps and demos, but not this..

Re: AMD may get across the CUDA moat

#24

And the question for most that remains once AMD catches up: will the duopoly result in lower prices to a reasonable level for hobbyists or bootstrapped startups, or will AMD just gouge like NVidia?

Why would their investors allow anything else? I’m sure they see it as a huge loss like intel and mobile.

Re: AMD may get across the CUDA moat

#25

And the question for most that remains once AMD catches up: will the duopoly result in lower prices to a reasonable level for hobbyists or bootstrapped startups, or will AMD just gouge like NVidia?

If the margins and demand is there Intel will eventually show up

Intel already showed up three or four times but their software is as bad as AMD's used to be.

Re: AMD may get across the CUDA moat

#26
CUDA is the only reason I have an Nvidia card, but if more projects start migrating to a more agnostic environment, I'll be really grateful.

Running Nvidia in Linux isn't as much fun. Fedora and Debian can be incredibly reliable systems, but when you add an Nvidia card, I feel like I am back in Windows Vista with kernel crashes from time to time.

Re: AMD may get across the CUDA moat

#27

Yup, thank the hobbyists. Pytorch is allowing other hardware. Stable diffusion working on m chips, intel arc, and Amd. Now what I'd like to see is real benchmarks for compute power. Might even get a few startups to compete in this new area.

Re: startups, Geohotz raised a few million for this already. https://tinygrad.org/

Didn't he do what he always does. Rake in a ton of money, fart around and then cash out exclaiming it's everyone else's fault?

The way he stole Fail0verflow's work with the PS3 security leak after failing to find a hypervisor exploit for months absolutely soured any respect I had for him at the time

Re: AMD may get across the CUDA moat

#28
> Crossing the CUDA moat for AMD GPUs may be as easy as using PyTorch.

Nvidia has spent huge amount of work to make code run smoothly and fast. AMD has to work hard to catch up. ROCm code is slower , has more bugs, don't have enough features and they have compatibility issues between cards.

Re: AMD may get across the CUDA moat

#29
post #22
post #10

They are just too late even if they catch up. Until they make a leap like they did with ryzen nothing will happen.

>They are just too late even if they catch up. Late certainly, too late I don't think so. If you can field a competitively priced consumer card that can run llama fast then you're already halfway there because then the ecosystem takes off. Especially since nvidia is being really stingy with their vram amounts. H100 & datacenter is a separate battle certainly, but on mindshare I think some deft moves from AMD will get…

>If you can field a competitively priced consumer card

if this unicorn were to show up, what's to say that all the non-consumers won't just scarf up these equally performant yet lower priced cards causing the supply-demand situation we're in now? the only difference would be a sudden supply of the expensive Nvidia cards that nobody wants because of their price.

Re: AMD may get across the CUDA moat

#30
I am not so sure.

Everyone knows that CUDA is a core competency of Nvidia and they have stuck to it for years and years refining it, fixing bugs, and making the experience smoother on Nvidia hardware.

On the other hand, AMD has not had the same level of commitment. They used to sing the praises of OpenCL. And then there is ROCm. Tomorrow, it might be something else.

Thus, Nvidia CUDA will get a lot more attention and tuning from even the portability layers because they know that their investment in it will reap dividends even years from now, whereas their investment in AMD might be obsolete in a few years.

In addition, even if there is theoretical support, getting specific driver support and working around driver bugs is likely to be more of a pain with AMD.

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