Comment on Why doesn't Nvidia have more competition?

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brucethemoose@lemmy.world ⁨4⁩ ⁨days⁩ ago

WRT pricing, I’m pretty sure AMD is typically a fraction of the price of Nvidia hardware on the enterprise side

I’m not as sure about this, but seems like AMD is taking a fat margin on the MI300X (and its sucessor?), and kinda ignoring the performance penalty. It’s easy to say “build it yourself!” but the reality is very few can, or will, do this, and will simply try to deploy vllm or vanilla TRL or something as best they can (and run into the same issues everyone does).

The ‘enthusiast’ side where all the tinkerer devs reside is totally screwed up though. AMD’s mirroring Nvidia’s VRAM cartel pricing when they have absolutely no reason to. It’s completely bonkers. AMD would be in a totally different place right now if they had sold 40GB/48GB 7900s for an extra $100 or $200.

The biggest culprit from what I can gather is that AMD’s GPU firmware/software side is basically still ATI camped up in Markham, divorced from the rest of the company in Austin that is doing great work with their CPU-side.

Yeah, it does seem divorced from the CPU division. But a lot of the badness comes from business decisions, even when the silicon is quite good, and some of that must be from Austin.

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