Would be a a buy signal if their actions (better drivers) show that they are seriously working on improving software. "This could be great _if_ you go through the trouble of doing it right!" is not persuasive, and any sane person would go with green if they know they have the choice between troubleshooting shitty software and things just working. Look at the george hotz archive youtube channel and watch the videos where he's debugging the amd drivers, it damn near ruins the man. And george is not the type to give up at the first roadblock, there are multiple 5-8 hour videos where he just tries to get the thing to work. The mad man ended up just writing his own driver lol.

Anthony has been doing training on 4 of our MI300x systems and has been getting great results... but of course, he is a genius, and writing his own code...

https://x.com/HotAisle/status/1870984996171006035

https://x.com/zealandic1/status/1869857713280430349

https://x.com/zealandic1/status/1868810042168033623

Unfortunately,

> Getting reasonable training performance out of AMD MI300X is an NP-Hard problem.

I expect Nvidia shares to increase tomorrow because of the article while AMD shares are not likely to do well. It is odd how we read the same thing and came to opposite conclusions.

1. AMD always had a lot of hype already priced in, it is no different with AI.

2. AMD has always shipped a bad software stack, it is no different with AI.