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Comment by behnamoh | Hacker News Reader

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I don't think 2.8T market cap company combining with 1.1T market cap company can be called an "acquisition", nor three letter agencies would ever approve such a deal.

AMD isn't asleep. MI300x announcement on Dec 6th.

How is AMD addressing CUDA dominance?

There have been several announcements:

"Azure announces new AI optimized VM series featuring AMD's flagship MI300X GPU" https://news.ycombinator.com/item?id=38280974

Doubling down on ROCm: https://www.theverge.com/23894647/amd-ceo-lisa-su-ai-chips-n...

Putting resources into pytorch: https://pytorch.org/blog/experience-power-pytorch-2.0/

Investing into making their stuff work with the abstracted libraries. Pytorch etc. Collaboration with Microsoft to make their hardware easier to get time on and test with. Starting to support tooling on their lower tier consumer GPUs.

Build a developer flywheel by making ROCm more accessible.

https://www.tomshardware.com/pc-components/gpus/amd-arms-thr...

That said, I'm approaching this from the other end, by make their high end GPUs available to developers.

Microsoft might start making their own silicon like everybody else.

They have the Azure Maia 100 (AI accelerator) and Azure Cobalt 100 (128 core ARM Neoverse derived cpu).

https://www.theverge.com/2023/11/15/23960345/microsoft-cpu-g...

I hope not, given Microsoft's typical strategy of: Embrace Extend Extinguish

It also means less competition. Corporations like Google, Microsoft, Amazon are embodiment of what is wrong with late stage capitalism and the result of lack of regulation.

If anything Microsoft and corporations of similar size should have been broken up decades ago.

They have too much power, they don't answer to anybody and are a form of unelected government that rules digital world.

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