[fvv]

the price of h100 reflects and reflected the fact that there is a total monopoly in the training sector,

amd is successfully attacking the inference sector, increasing its advantage with mi325 and aiming for training from 2025 with mi350 (and Infinity Fabric interconnect and other types of interconnection that are arriving for the various topologies), which will probably have an advantage over blackwell, and then fall back against rubin and come back ahead against mi400,

at least, this is what it seems, and as long as the rocm continues to improve.

Personally I am happy to see some competition in the sector and especially on open source software