AMD leaps after launching AI chip that could challenge Nvidia dominance

Post by brucethemoose2 » Thu, Dec 07, 2023, 4:03 PM UTC

CuriousCosmic wrote: post #40

brucethemoose2 wrote: post #36

Wait... this headline totally wrong. This is the actual source[1]: > The AMD Instinct M1300A APU was launched in January 2023 and blends a total of 13 chiplets, of which many are 3D stacked, creating a single chip package with 24 Zen 4 CPU cores fused with a CDNA 3 graphics engine and eight stacks of HBM3 memory totaling 128GB. Its literally a typo (or renamed SKU?) for the MI300A. So... the street is jumping on AMD…

It is a typo but in a different way. They are referring to the MI300X (mentioned again later). The discussion on the MI300X was on HN like 12 hours ago (after the AMD announcement event yesterday): https://news.ycombinator.com/item?id=38550271 https://www.youtube.com/watch?v=tfSZqjxsr0M

Post by logicchains » Thu, Dec 07, 2023, 4:08 PM UTC

rafaelmn wrote: post #27

qaq wrote: post #18

Earlier quoted context omitted.

That is the confusing part say you need to hire 100 people at 1 mil. per year comp to get drivers to a good state. Thats 1/3 of their quarterly profit but would prob double the revenue in a few years.

From what I've heard they aren't offering competitive salaries, so introducing people at insane comps would probably destroy existing teams(if there was no salary bumps to match)/budgets (if there was). Doubt you can do much with new hires in 1 year in such environment, by the time you start seeing results it's probably too late to capitalize on this bubble. More likely, they wait to see how the AI HW startups shake…

Post by hardware2win » Thu, Dec 07, 2023, 4:16 PM UTC

qaq wrote: post #18

FredPret wrote: post #11

AMD needs to launch drivers, not chips. Who’s going to develop ML models on a card that can’t connect to a popular ML model? I look at their financial performance and it’s staggering how they’ve missed the boat - and this is during a huge boom on gaming, crypto, and AI. Compare: https://valustox.com/AMD VS https://valustox.com/NVDA

That is the confusing part say you need to hire 100 people at 1 mil. per year comp to get drivers to a good state. Thats 1/3 of their quarterly profit but would prob double the revenue in a few years.

Post by lesuorac » Thu, Dec 07, 2023, 4:23 PM UTC

logicchains wrote: post #43

rafaelmn wrote: post #27

Earlier quoted context omitted.

From what I've heard they aren't offering competitive salaries, so introducing people at insane comps would probably destroy existing teams(if there was no salary bumps to match)/budgets (if there was). Doubt you can do much with new hires in 1 year in such environment, by the time you start seeing results it's probably too late to capitalize on this bubble. More likely, they wait to see how the AI HW startups shake…

>From what I've heard they aren't offering competitive salaries Seems like a common thing in hardware companies, they chronically underpay, which for some reason hardware/electrical engineers seem to accept, but that makes them a last-choice for competent software engineers, who have much better-paying options.

Post by logicchains » Thu, Dec 07, 2023, 4:24 PM UTC

hardware2win wrote: post #45

qaq wrote: post #18

Earlier quoted context omitted.

That is the confusing part say you need to hire 100 people at 1 mil. per year comp to get drivers to a good state. Thats 1/3 of their quarterly profit but would prob double the revenue in a few years.

1mil comp? Haha, what? Salaries at semico companies are not even close to this Also why would you even need ppl this good? People who earn 1 mil offer way, way more than just tech skills