Is it? I've been out of the space for a while but I have only seen firmware bugs/limitations/failures rise to strategic importance with AMD installs, which is why the space has such a strong preference for NVidia despite spec sheet cost disadvantage.
> Our first offering is the AMD MI300x instead of Nvidia or Intel products.
Oh no. I'm sorry.
You're right. I'm not doing this the easy way, at all! Is there any easy way though?
Without a direct connection to Jensen, there is a 50+ week lead time on Infiniband, so what other options do I have? Who wants to compete with $1.1b worth of orders from CoreWeave?
I'm fine with the bet on Lisa Su and I'm not trying to beat CoreWeave. I'd just like to carve out my own niche and I think there are enough people out there that want compute, that they are willing to look beyond just a single provider for everything. What fortune 500 puts all their eggs in one basket anyway?
Oh and one more thing... this business isn't just about AMD/Nvidia. There are 1000 other components in the system, all with their own issues. We just discovered VRF is not fully working on our very expensive 400G switches running Sonic.
Cheers.
Oof, that's new to me, sounds like you're between a rock and a hard place. Here's hoping you get the wrinkles ironed out and make it to the other side, the ecosystem will be certainly be better for it.
Cheers.