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>Hyperscalers are also more self-sufficient at software: they have entire teams working on PyTorch, Jax, and writing kernels.

None of this matters because AMD drivers are broken. No one is asking AMD to write a PyTorch backend. The idea that AMD will have twice the silicon performance than nvidia to make up the performance loss for bad software is a pipedream.

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> None of this matters because AMD drivers are broken

Do you honestly think the MI300 has show-stopper driver bugs, or that Meta/Amazon doesn't have a direct line to AMD engineers?

>Do you honestly think the MI300 has show-stopper driver bugs

Yes

>Meta/Amazon doesn't have a direct line to AMD engineers?

I don't even think AMD engineers have a direct line to AMD.

The fine article says they had the ears of VPs and Principal Engineers, just to help with a benchmark. Meta/Amazon will get white-glove service

> None of this matters because AMD drivers are broken

How do you know that the problems arise from broken drivers rather than broken hardware? Real world GPU drivers are full of workarounds for hardware bugs.

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