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haxxiy on 30 May 2024
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JEMC said:

Sucks to be AMD right now.

I do wonder if the lower demand for its MI300X is because the market has bought the Nvidia hype and refuses to buy AI products from other brands.

Everyone and their mother wants to move away ASAP from Huang's insanely priced hardware. The thing is, they will want to replace Tesla GPUs with their own in-house product, not AMD's alternative.

And that's assuming generative AI proves to be a viable product, an AI winter soon due to diminishing returns in LLMs would screw AMD all the same. Nvidia too, but at least they'd have gaming to fall back into.