[latchkey]

As CEO of an AMD NeoCloud for the past 2 years, it is so nice to hear all this and also see the turn around. It is what I bet my business on from the start and I can concur with what George is saying 100%.

The out of box experience can be a bit rough around the edges on bleeding edge stuff, but it isn't anything near as bad as it used to be. For example, a month ago nanochat wasn't working well and now it is. The important thing is that people now care enough to make it work.

At the end of the day, AI does need viable options. Having a monopoly on all AI hardware and software might be a good thing for share holders, but isn't a good thing for what is looking like a fundamental technology, akin to the internet.

[ivape]

That’s interesting, I was specifically looking for AMD hardware being offered by neoclouds, they seem to be rare.

I like your bet though. The difference between NVDA and AMD has never really existed on a hardware level for decades. AMD has always been on par, and software is software, it will catch up.

AMD will be a stock many people will miss because the opportunity has presented itself at the height of AI bubble talk, and this will leave many in the dust. Doubling and tripling of their market cap is pretty much a forgone conclusion.

[latchkey]

You're right, it is a much smaller ecosystem, but I think that is partly intentional as a way to focus efforts and not feed into the bubble, which I feel is a smart move. These are the official partners [0]. I'm Hot Aisle.

George was very smart, $500k in the $90's. I saw it coming even earlier than him, but that's cause I was already aware the hardware was good from my own experiences.

[0] https://www.amd.com/en/products/accelerators/instinct/eval-r...

[LogicFailsMe]

Will it catch up or will it forever chase nvidia's tail? I'm betting on the latter unless another AI winter happens. And contrary to anti-generative AI social media talking points, the literature suggests The Red Queen's race is continuing apace IMO.

Nvidia remains undefeated at responding to hardware threats with hardware diving catches to this day. What scenario prevents them from yet another one of their diving catches? I'm genuinely curious as to how one could pull that off. It's like challenging Google in search: even if you deliver better product and some have, the next thing you know Google is doing the same thing or better with deeper pockets.

[ivape]

Nvidia remains undefeated at responding to hardware threats with hardware diving catches to this day. What scenario prevents them from yet another one of their diving catches?

The fact that they make roughly the same hardware as AMD for the last 2 decades, and even today. There was no diving catch, AMD just ignored what the hardware was capable of and didn't reinforce OpenCL. There was literally no diving catch. For example, just in this thread alone, AMD paid someone to make this shit work on their hardware. Don't bet against what's coming.

[LogicFailsMe]

Except no, AMD 100% played follow the leader with technology like CUDA, NVLink, and tensor cores.

Even paying paying someone in academia to get s** to work on their hardware is yet another example of follow the leader.

What exactly do you think is coming? I think the biggest threat is one or more Chinese companies catching up on both hardware and ecosystem in the next half decade or so myself, mostly because of the state level support for making that so. But I absolutely don't expect an x86_64 moment for GPUs here given past results and the current bias against software in AMD's HW culture. Convince me otherwise.