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AMD stock rises after best earnings in 7 years

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Re: AMD stock rises after best earnings in 7 years

#31

Post by DSingularity »

spockz wrote: post #29
striking wrote: post #11

Earlier quoted context omitted.

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.

Is running TensorFlow on GPUs still relevant now that google has their TPUs? Other dedicated hardware is also coming.

Yes. It will always remaining relevant. Google wants a continued supply of GPGPUs from anyone who will sell it to them. They will take TPU to the max, but they are not in it to compete. They are in it to protect themselves first and to have leverage.

Re: AMD stock rises after best earnings in 7 years

#32

Post by alfalfasprout »

spockz wrote: post #29
striking wrote: post #11

Earlier quoted context omitted.

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.

Is running TensorFlow on GPUs still relevant now that google has their TPUs? Other dedicated hardware is also coming.

yes. GPUs end up being far more flexible and the latest generation data center GPUs (Volta V100) have dedicated tensor cores. Also, not everyone can (or wants to) use Google Cloud.

Re: AMD stock rises after best earnings in 7 years

#33

Post by alfalfasprout »

CostanzaKing wrote: post #9
eachro wrote: post #8

How is AMD doing in the GPU for deep learning business? Have they completely ceded that market to Nvidia?

I believe CUDA severely hampers AMD's efforts in deep learning. AMD's primary focus is on Epyc building presence in data centers. They are aiming for 5-6% market share by end of 2018 and 15% by the end of 2019.

Frankly, this is starting to become less of a hurdle in that pure CUDA code is now rarely written in the DL community (instead opting to call optimized libraries like CuDNN). The biggest issue is replicating all the good "core computing libraries" that NVIDIA offers: CUBLAS, NPP, CuDNN, Tensor-RT, etc.

Frankly, if AMD can start putting this stuff together over the next 2-3 years it's usually not too bad to have deep learning frameworks leverage this stuff.

Re: AMD stock rises after best earnings in 7 years

#34

Post by KaoruAoiShiho »

Phlarp wrote: post #26
KaoruAoiShiho wrote: post #20

Earlier quoted context omitted.

Probably not insider trading lol. AMD was extensively shilled on /r/wallstreetbets and /r/amd_stock for 2 years now.

I'm not sure what else you expected from /r/amd_stock.

I didn't say I expected anything else. The point is it's not secret information that Jim Keller's Zen was going to change the landscape, people were shouting it from the rooftops. It was all just a matter of whether you believed them or not.

Re: AMD stock rises after best earnings in 7 years

#35

Post by sumedh »

radium3d wrote: post #27

AMD has been my best investment so far. I've always loved them as they've been the rebellious underdog and have brought competitively powerful CPUs into the affordable range for historically low income computer nerds such as myself multiple times. Bitcoin/crypto would have been my next best-- if only I hadn't had my bitcoins stolen from an early mining pool... oh well.

> Bitcoin/crypto would have been my next best

You probably would have sold the bitcoins before it went crazy up.

Re: AMD stock rises after best earnings in 7 years

#36

Post by [deleted] »

alfalfasprout wrote: post #33
CostanzaKing wrote: post #9

Earlier quoted context omitted.

I believe CUDA severely hampers AMD's efforts in deep learning. AMD's primary focus is on Epyc building presence in data centers. They are aiming for 5-6% market share by end of 2018 and 15% by the end of 2019.

Frankly, this is starting to become less of a hurdle in that pure CUDA code is now rarely written in the DL community (instead opting to call optimized libraries like CuDNN). The biggest issue is replicating all the good "core computing libraries" that NVIDIA offers: CUBLAS, NPP, CuDNN, Tensor-RT, etc. Frankly, if AMD can start putting this stuff together over the next 2-3 years it's usually not too bad to have deep…

[deleted]

Re: AMD stock rises after best earnings in 7 years

#37

Post by droidist2 »

SubiculumCode wrote: post #13

I wanted a GPU to dabble in mining, machine learning, and games in my new Ryzen build. I went Nvidia becuase of CUDA. That is too bad. I'd have liked to buy the AMD gpu

I think you were right to stick with Nvidia. I have an AMD in my MacBook and it sucks that I can't use it for most deep learning stuff.

Re: AMD stock rises after best earnings in 7 years

#38

Post by slededit »

KaoruAoiShiho wrote: post #34
Phlarp wrote: post #26

Earlier quoted context omitted.

I'm not sure what else you expected from /r/amd_stock.

I didn't say I expected anything else. The point is it's not secret information that Jim Keller's Zen was going to change the landscape, people were shouting it from the rooftops. It was all just a matter of whether you believed them or not.

Alas bulldozer made me a skeptic. I did get in once it was demonstrated to be competitive but the stock price was much higher then.

Re: AMD stock rises after best earnings in 7 years

#39

Post by ksec »

citilife wrote: post #18
nodesocket wrote: post #14

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.

I bought AMD at $2.87 after someone on HN or Reddit (can't remember which) from AMD was discussing their new architecture and how it could be manufactured cheaper and was as performant. Thank god someone spilled the beans; also incentives me read HN all the time -_-

I sold it far too early for the profits, not because I didn't have faith in AMD, but I thought Intel noticed, and they are going to make a move. At least by Intel's roadmap which there were already changing it the third of fourth time by then. It would have 10nm, better IPC and other Server oriented SKUs. They didn't admit XMM7480 was fabbed by TSMC until later. By mid 2017 it was clear to me Intel is nothing but giant elephant that doesn't know how to move. Its execution was appalling, and they have been able to make improved sales only via market conditions or lack of competition.

Re: AMD stock rises after best earnings in 7 years

#40

Post by zaarn »

chadmeister wrote: post #30

And they're about to drop their new 24 & 32-core threadripper CPUs in a few weeks, for which Intel has no economically viable response. AMD is going is going to crush their earning reports for the next few quarters.

Well, Intel does want to put out the 28 core i9 eventually. Hopefully with a free industrial chiller.
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