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Open original source ↗AMD is making big moves in winning over the neocloud ecosystem through their balance sheet.
At the same time Nvidia is alienating many with DGX Lepton
MI355 is great perf per TCO againist HGX B200 but it is not rack scale unlike GB200 nvl72
MI355 is rack scale from temu dot com
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AMD Advancing AI: MI350X, MI400 UALoE72, MI500 UAL256 Rapid Software Improvement Marketing RDF AMD Fostering Neocloud MI355 is not Rack Scale, MI400 is UALoE, Not UALink https://t.co/Ybiaf9uJhT
SemiAnalysis_ ↗