Turns out people don’t actually want GPUs, they want solutions that happen to run best on GPUs. Nvidia understands that, AMD doesn’t.
Lisa Su keeps talking about “chips chips chips” and MAYBE “Oh btw here’s a minor ROCm update”. Meanwhile, Nvidia continues to masterfully execute deeper and wider into overall solutions and ecosystems - a substantial portion of which is software.
Nvidia is at the point where they’re eating the entire stack. They do a lot of work on their own models and then package them up nice and tight for you with NIM and Nvidia AI Enterprise. On top of stuff like Metropolis, RIVA, countless things. They even have a ton of frameworks to ingest/handle data, finetune/train, and then deploy via NIM.
Enterprise customers can be 100% Nvidia for a solution. When Nvidia is the #1-#2 most valuable company in the world “no one ever got fired for buying Nvidia” hits hard.
The people who say “AMD and Nvidia are equal - it’s all PyTorch anyway” have no view of the larger picture.
With x86_64, day one you could take a drive out of an Intel system, put it in an AMD system, and it would boot and run perfectly. You can still do that today unless you build something for REALLY specific/obscure CPU instructions.
Needless to say that’s not the case with GPUs and a lot of people that make the AMD vs Intel comparison don’t seem to understand that.