Yes, yes. I've heard all the rants and agree to some extent because they seem to target different markes. I am not even sure is even trying to compete with Nvidia.
MI300 is specifically targeting AI and ML markets, which is in direct competition to Nvidia. They're competitors in the GPU market for a long time, MI300 is the first offer from AMD to get into ML high end market, the point here is that, AMD needs to invest in ROCm 20x more to be serious in the new segment, on the other hand, its EPYC is doing extremely well already used with Nvidia ML chips.
From H100 Nvidia tries to use its own host cpu, of course AMD now wants to have its own accelerator the MI300, soon they will each have their turnkey systems, it's just that AMD's software stack is still way behind.
Again, I mostly agree. I alluded to AMD not really trying to compete with Nvidia. I know these are public companies but they are run uncle and a niece. Sometimes it does feel like AMD is trying really hard not to compete
Indeed the CEO of Nvidia and AMD are both from Taiwan and about the same age, I was told they are actually good friends, so yeah they might not want to fight that hard. I will call them the cousins, maybe they can first crash Intel together.
