mrSister
Posts: 94 +121
Dude has to milk it as much as possible before the really big AI companies start using their own designed hardware and stop buying from him.
AMDs biggest problem is memory compatibility really.You are sleeping on the cpu front. Ryzen 4 is not bulldozer. If anything this is Intel's Bulldozer moment.
H100 actually dropped Oct 2022. ChatGPT was using H100 products by end of year '22.H100 was released one year ago. March 2023.
Has nothing to do with arrogance, its just reality really and it was funny too.
Its not "only" about building the chips which on paper can compete, but also the entire software ecosystem behind which Nvidia spent years and billions on, THIS is why all the big AI companies want Nvidia right now
Even if, lets say AMD could actually beat Nvidia on raw AI compute power, it would not be enough without the software ecosystem behind to support it - I doubt AMD can afford this development and even if they can, it will take years and take away from their CPU progress (which will lack R&D funds)
Nvidia has AI money coming in fast RIGHT NOW which all can be used for R&D, hard to see anyone catch up anytime soon
AMD might be a smaller player in AI market in some years, Nvidia will remain king
Who should be able to compete with Nvidia? If AMD truly wants to go this route, it would eat all their R&D funds and they will loose CPU marketshare
AMD could just change focus if they knew they had something really great, but they don't. CPUs are their main business and always will be.The issue with AMD is they're also doing CPUs. Nvidia doesn't have that burden. You can do 2 things at 50%, or 1 thing at 100%.
Yeaaah? Zen5 is rumored to gain 10-20% IPC, whereas Arrow Lake vs Meteor Lake is "with same core count". Basically that means just that Arrow Lake has small single digit IPC gain and higher clock speeds.MILD speaks about 25-35% performance gain for Arrow Lake over Meteor Lake meaning ~30% over Raptor Lake and Zen 5 is only rumoured to gain 10-20% in comparison.
Nvidia will remain king
Great! I'll purchase as many INTC call options from you then as you can afford, and you'll make a guaranteed fortune. Deal?Therefore Zen5 will trounce Arrow Lake with no problems. That means Intel will go bankrupt next year.
Sounds good to me.Great! I'll purchase as many INTC call options from you then as you can afford, and you'll make a guaranteed fortune. Deal?
Intel go bankrupt hahahahaYeaaah? Zen5 is rumored to gain 10-20% IPC, whereas Arrow Lake vs Meteor Lake is "with same core count". Basically that means just that Arrow Lake has small single digit IPC gain and higher clock speeds.
Therefore Zen5 will trounce Arrow Lake with no problems. That means Intel will go bankrupt next year.