On the GPU area AMD lost, and will continue to lose to Nvidia, because they don't seem to get a grip on Software and Drivers. And that does not bode well for their long time CEO.
Just the first link review you posted reinforces my argument:
"...But we must now talk about the elephant in the room, and that is AMD’s software stack. While it is absolutely night and day from where it was when we tested MI210, ROCm is nowhere near where it needs to be to truly compete with CUDA..."
You're pointing at the sun and saying "see, it is bright!". Nobody is pretending that AMD does not need to fix their software stack.
AMD did not really turn their attention to AI until about Oct of last year. Now that they have, it will take a bit of time to correct the course of the ship, but I know for certain that it is all hands on deck at this point. One sign of this is that we're seeing more frequent and substantial "night and day" improvements to ROCm.
The lifecycle of hardware, is years. MI300x is a substantial leap. MI325x is another one. The rest of the hardware roadmap (years out), is extremely impressive. Software is a much shorter lifecycle and can be iterated on more easily. Expect to continue to see improvements here over the coming years.
https://chipsandcheese.com/2024/06/25/testing-amds-giant-mi3...
https://www.nscale.com/blog/nscale-benchmarks-amd-mi300x-gpu...