Earlier quoted context omitted.
[deleted] See below, I did not understand the Osborne effect comment.
You're going to wait for the MI350 and not order any more MI300s?
AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
21–30 of 53 posts
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#22Such a weird & cruel modernity, where these releases are purely in the abstract. No, you still won't be able to buy a MI300X in Q4 2024. The enhanced edition will absolutely not be available. (I miss the old PC era where the world at large was benefiting in tandem from new things happening (or falling behind from not adapting)).
I think that's where short-sighted financial gain leads AMD to. Where's the money? -- datacenter. So let's focus the good stuff on datacenter exclusivelly. What about "the rest" (gamers, hobbist, students)? There's no money there, let's give theme crap RDNA that we make sure can't be used for any real work; just pretent we're catering for their needs. I think their "consumer GPU" did so bad recently that AMD could ju…
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#23Earlier quoted context omitted.
You're going to wait for the MI350 and not order any more MI300s?
Weird that I got downvoted on the above. I'm buying and deploying MI300x's today and will buy whatever AMD comes out with next.
"The Osborne effect is a social phenomenon of customers canceling or deferring orders for the current, soon-to-be-obsolete product as an unexpected drawback of a company's announcing a future product prematurely. It is an example of cannibalization."
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#24Such a weird & cruel modernity, where these releases are purely in the abstract. No, you still won't be able to buy a MI300X in Q4 2024. The enhanced edition will absolutely not be available. (I miss the old PC era where the world at large was benefiting in tandem from new things happening (or falling behind from not adapting)).
> No, you still won't be able to buy a MI300X in Q4 2024. they're 15k - who exactly is disappointed they won't be able to buy one?
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#25Earlier quoted context omitted.
Weird that I got downvoted on the above. I'm buying and deploying MI300x's today and will buy whatever AMD comes out with next.
You were probably downvoted because you were shilling your company, and you misunderstood the comment. "The Osborne effect is a social phenomenon of customers canceling or deferring orders for the current, soon-to-be-obsolete product as an unexpected drawback of a company's announcing a future product prematurely. It is an example of cannibalization."
You're right on the Osborne effect though! Thanks for that. We are definitely not doing that.
To clarify: When we started, MI300x was not officially announced yet, so we were planning on buying MI250's. Due to everything taking longer than expected around starting the business and receiving funding, by the time we had money in the bank, it was time to buy MI300x. Going forward, we are buying MI300x today and will continue to buy AMD MI series as they are released in the future.
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#26Such a weird & cruel modernity, where these releases are purely in the abstract. No, you still won't be able to buy a MI300X in Q4 2024. The enhanced edition will absolutely not be available. (I miss the old PC era where the world at large was benefiting in tandem from new things happening (or falling behind from not adapting)).
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#27Such a weird & cruel modernity, where these releases are purely in the abstract. No, you still won't be able to buy a MI300X in Q4 2024. The enhanced edition will absolutely not be available. (I miss the old PC era where the world at large was benefiting in tandem from new things happening (or falling behind from not adapting)).
> No, you still won't be able to buy a MI300X in Q4 2024 Why not? Because they’re sold out to hyperscalers?
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#28Earlier quoted context omitted.
> What is kind of new is that hyperscalers sometimes get chips 1-2 years before the rest. That's not new. Replace hyperscalers with crypto miners and we've had a similar situation for a while.
Crypto miners no longer buy up large quantities of GPUs. That market died off when ETH switched from PoW to PoS.
That's news to crypto miners.
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#29Earlier quoted context omitted.
Crypto miners no longer buy up large quantities of GPUs. That market died off when ETH switched from PoW to PoS.
> Crypto miners no longer buy up large quantities of GPUs. That's news to crypto miners.
The only ones left standing are the small ones and most of them are just using what they already purchased.
There is no liquidity in the shitcoins to be able to support daily large dumps of their tokens and unless you have almost free power, there is zero profitability.
Re: AMD Instinct MI325X in Q4 2024, 288GB of HBM3E
#30Earlier quoted context omitted.
You were probably downvoted because you were shilling your company, and you misunderstood the comment. "The Osborne effect is a social phenomenon of customers canceling or deferring orders for the current, soon-to-be-obsolete product as an unexpected drawback of a company's announcing a future product prematurely. It is an example of cannibalization."
Shilling is ok on a topic directly related to my business. You're right on the Osborne effect though! Thanks for that. We are definitely not doing that. To clarify: When we started, MI300x was not officially announced yet, so we were planning on buying MI250's. Due to everything taking longer than expected around starting the business and receiving funding, by the time we had money in the bank, it was time to buy MI3…
I've been interested to give 8x MI300x a try, as they are supposed to be cheaper per FLOPs, but it looks like your service does not provide on-demand pay-per-second instances. Any plans to change that?