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Comment by autoexecbat | Hacker News Reader

At some point, nvidia does have to worry about amd getting their act together once they've annoyed all the current customers

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Amd will never figure out drivers and software stuff. That’s always been their weakness

MI250 and MI300 are competitive for inference and training. The problem is that there's no cloud with simple registration that offers these for reasonable on demand price. This means that basically no one in the open source AI community can use them, so most development and tooling is being tested and built for NVIDIA.

I am working on solving that issue with MI300x.

I wonder what Lisa tells the shareholders & board when they ask why billions fly past their noses in valuation. Curious why ATI/AMD never could be on par to Nvidia regarding the software stack (drivers mainly), I would assume bad leadership and goals.

I'd call it a focus on very profitable ventures, like gaming.

Nvidia effectively created this AI world by building tooling and software for something we didn't know existed up until not too long ago. AI was created on the shoulders of the work that was done.

AMD wasn't taking the risk on the unknown, for whatever reason.

Water under the bridge. The ship is certainly busy course correcting now. Give it some time.

Well they didn’t have any money. They bet big on cpu r&d and they did great but there wasn’t enough money left over for other moon shoots. AMD was at risk of becoming a failed company not too long ago so they recovered quite well.

Amd will never have a CPU with more core's than Intel.

I'm sure people said that too and look at where we are at today.

I don’t think anyone ever said that. Back when amd was lagging badly the core war wasn’t really a thing

> the core war wasn’t really a thing

Core performance has always been a thing.

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