AMD leaps after launching AI chip that could challenge Nvidia dominance

AMD gatekeeps this functionality behind it's non-consumer cards. They don't realize that having a consumer card and being able to develop on it is a gateway to using AMD. I can use CUDA on any Nvidia card I buy. I can't believe they are so incredibly dense on this.

AMD needs to launch drivers, not chips. Who’s going to develop ML models on a card that can’t connect to a popular ML model?<p>I look at their financial performance and it’s staggering how they’ve missed the boat - and this is during a huge boom on gaming, crypto, and AI.<p>Compare:<p><a href="https:&#x2F;&#x2F;valustox.com&#x2F;AMD" rel="nofollow noreferrer">https:&#x2F;&#x2F;valustox.com&#x2F;AMD</a><p>VS<p><a href="https:&#x2F;&#x2F;valustox.com&#x2F;NVDA" rel="nofollow noreferrer">https:&#x2F;&#x2F;valustox.com&#x2F;NVDA</a>

Wait... this headline totally wrong.<p>This is the actual source[1]:<p>&gt; The AMD Instinct M1300A APU was launched in January 2023 and blends a total of 13 chiplets, of which many are 3D stacked, creating a single chip package with 24 Zen 4 CPU cores fused with a CDNA 3 graphics engine and eight stacks of HBM3 memory totaling 128GB.<p>Its literally a typo (or renamed SKU?) for the MI300A. So... the street is jumping on AMD because of a typo echoed by a ton of outlets?<p><a href="https:&#x2F;&#x2F;www.datacenterdynamics.com&#x2F;en&#x2F;news&#x2F;genci-upgrades-adastra-supercomputer-with-amd-apus&#x2F;" rel="nofollow noreferrer">https:&#x2F;&#x2F;www.datacenterdynamics.com&#x2F;en&#x2F;news&#x2F;genci-upgrades-ad...</a>

From yesterday: AMD MI300 performance – Faster than H100, but how much?<p><a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=38550271">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=38550271</a>

&gt; Advanced Micro Devices shares were marked 2% higher in premarket trading<p>2% is a &quot;leap&quot;?<p>It looks like NVDA is up ~1.5% since yesterday.

Do they have a good CUDA alternative?

It barely moved. This stock goes up and down 5% all the time. It was at the current price a week ago.

Some more discussion yesterday: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=38548330">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=38548330</a>

They gotta keep working on the software side of things like drivers, FSR and more.<p>AMD is so far behind on this.<p>In the other hand though, their 3D Cache chips are amazing

msn.com, really?

This time AMD will win for sure (Copium)

According to the news and tech blogs AMD is always ahead of nvidia in all regards. But then, you have real life...