Re:The Short Case for Nvidia Stock
by simonw on Sunday January 26, 2025 @11:15PM
(#42837354)
Honestly I tried searching his recent tweets for AMD and there was way too much noise in there to figure out his current position!
[ Parent
| on HN ]
" we are going to move it off AMD to our own or partner silicon. We have developed it to be very portable."
Honest question. That sounds more difficult that getting things to play with commodity hardware. Maybe I am oversimplifying it though.
They have their own nn,etc libraries so adapting should be fairly focused and AMD drivers have a hilariously bad reputation historically among people who program GPU's (I've been bitten a couple of times myself by weirdness).
I think you should consider it as, if they're trying to avoid Nvidia and make sure their code isn't tied to NVidia-isms, and AMD is troublesome enough for basics the step to customized solutions is small enough to be worthwhile for something even cheaper than AMD.