Re:$30M Raised to Redo the CPU
by AlotOfReading on Tuesday November 10, 2026 @11:57PM
(#50449898)
If software stacks and compatibility didn't matter, AMD GPUs would be in nearly the same demand as Nvidia's. But we know they aren't and that's despite the fact that porting between GPUs is much easier than what we're talking about here.
its honestly just network effects at this point
this technology to make it easy is only a couple quarters old
the antiquated understanding of “CUDA being sooo stable and AMD drivers not” just takes a while to be revised
hyperscalers are buying AMD GPUs
AMD’s stock has tripled this year based on investment into their driver stack getting better and others realizing they don’t need to wait for AMD to leverage the compute
Re:$30M Raised to Redo the CPU
by imtringued on Wednesday November 11, 2026 @03:10AM
(#50450882)
No that proves the point. It took the invention of LLMs and agentic software development for AMD to fix their drivers.
A point that stopped being relevant as soon as it was proven possible, I don't know what kind of validation you need to see about exotic hardware being easier to develop for, but being slower to pick that up doesn't change the viability of the exotic hardware built on more available nodes now that there are examples of it being easier to run things on
Language models are efficient because they are trained with millions of examples that don't exist for newer architectures, and they are still mediocre to bad on stuff where they hadn't been trained
Re:$30M Raised to Redo the CPU
by selfhoster11 on Wednesday November 11, 2026 @02:16AM
(#50450564)
They are also good at TDD loops. With good enough testing harnesses and simulators, they can get things done quickly.
Re:$30M Raised to Redo the CPU
by jurgenburgen on Wednesday November 11, 2026 @05:21AM
(#50451736)
> because rewriting your software is easy now
Doesn’t really matter how easy rewriting something is, it’s still a waste of time if it brings no value.
others have made entire OS's or gone back in time reinventing of removal of the OS and just running a single application with its own I/O stack per application
this is a guess that exotic architecture on old nodes means that the hardware can come out now at a lower price - or at least fulfill market needs at the price the market can bare without the delay - all because using exotic architecture is easy now, unstable opaque drivers are no longer an issue, and there is just a need to fulfill compute demands efficiently