Re:AMD Funded a Drop-In CUDA Implementation Built on ROCm: I...
by incrudible on Monday February 12, 2024 @11:13AM
(#39346576)
They are trying to compete in the segment of data center market where the shots are called by bean counters calculating FLOPS per dollar.
Re:AMD Funded a Drop-In CUDA Implementation Built on ROCm: I...
by BearOso on Monday February 12, 2024 @12:08PM
(#39347383)
A market where Nvidia chips are all bought out, so what's left?
Re:AMD Funded a Drop-In CUDA Implementation Built on ROCm: I...
by latchkey on Monday February 12, 2024 @12:42PM
(#39347841)
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.
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.