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AMD YOLO
AMD is sending us the two MI300X boxes we asked for. They are in the mail.
I now believe they aren’t going to shoot themselves in the foot on software, and if that’s true, there’s absolutely no reason NVIDIA should be worth 16x more. If the petaflop gets commoditized (tiny corp’s mission), the current situation doesn’t make any sense. The hardware is similar, AMD even got the double throughput Tensor Cores on RDNA4(NVIDIA artificially halves this on their cards, soon market pressure will force them not to).
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