zlacker

AMD is betting big on GPUs. They recently released the MI300, which has "2x transistors, 2.4x memory and 1.6x memory bandwidth more than the H100, the top-of-the-line artificial-intelligence chip made by Nvidia" (https://www.economist.com/business/2024/01/31/could-amd-brea...).

They very much plan to compete in this space, and hope to ship $3.5B of these chips in the next year. Small compared to Nvidia's revenues of $59B (includes both consumer and data centre), but AMD hopes to match them. It's too big a market to ignore, and they have the hardware chops to match Nvidia. What they lack is software, and it's unclear if they'll ever figure that out.

>>nindal+(OP)
They are trying to compete in the segment of data center market where the shots are called by bean counters calculating FLOPS per dollar.

>>incrud+dh
A market where Nvidia chips are all bought out, so what's left?

>>incrud+dh
That's why I'm going to democratize that business and make it available to anyone who wants access. How does bare metal rentals of MI300x and top end Epyc CPUs sound? We take on the capex/opex/risk and give people what they want, which is access to HPC clusters.