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AMD funded a drop-in CUDA implementation built on ROCm: It's now open-source

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1045 points mfiguiere | 2 comments | 12 Feb 24 14:00 UTC | HN request time: 0s | source
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lambdaone ◴[12 Feb 24 15:32 UTC] No.39345937[source]▶
It seems to me that AMD are crazy to stop funding this. CUDA-on-ROCm breaks NVIDIA's moat, and would also act as a disincentive for NVIDIA to make breaking changes to CUDA; what more could AMD want?

When you're #1, you can go all-in on your own proprietary stack, knowing that network effects will drive your market share higher and higher for you for free.

When you're #2, you need to follow de-facto standards and work on creating and following truly open ones, and try to compete on actual value, rather than rent-seeking. AMD of all companies should know this.

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1. tester756 ◴[12 Feb 24 22:09 UTC] No.39351222[source]▶
If you see:

1) billions of dollar at the stake

2) one of the most successful leadership

3) during hottest peroid of their business where they heard about Nvidia's moat probably thousands of times during last 18 months...

and you call some decision "crazy", then you probably do not have the same informations that they do

or they underperformed, who knows, but I bet on #1 reason.

replies(1): >>39351823 #
2. Eisenstein ◴[12 Feb 24 23:08 UTC] No.39351823[source]▶
The 'crazy' decision is them slowly abandoning the PC gaming market which is where consumers get these cards, and focusing on the 'client' market to sell their 'Insight' datacenter/AI cards. I think the parent you are responding to isn't questioning why it is a bad 'make money now' profit decision but why it is a bad 'get people to use your system' decision.

"AMD’s client segment, mostly chips for PCs and laptops, rose 62% year over year to $1.46 billion in sales, thanks to recent chip launches.

Sales in AMD’s gaming segment, which includes “semi-custom” processors for Microsoft Xbox and Sony PlayStation consoles, fell 17%. "

* https://www.cnbc.com/2024/01/30/amd-earnings-report-q4-2024....