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Open original source ↗AMD software is improving rapidly
Cuda isn't a moat forever, but Nvidia is building new ones with the Python DSL, Dynamo, and more
Meanwhile Nvidia hardware advantage is huge this year, but perf/TCO of 355X has attracted some customers
MI450X is actually competitive with Rubin
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AMD 2.0 – New Sense of Urgency MI450X Chance to Beat Nvidia Nvidia’s New Moat MI325X, MI355X MI430X UL4, MI450X Architecture, IF64/IF128, Flexible IO, UALink Disaster, IFoE Rapid Improvements, Developers First Approach Low AMD AI Software Engineer Pay https://t.co/WC3QA9Rrwp
SemiAnalysis_ ↗