AMD now has more compute on the top 500 than Nvidia

It does not matter. AMD is shit when it comes to low-level processing, their algos are stuck that go nowhere. Nvidia is killing it. There is a reason why Zookerberg ordered billions in GPUs from Nvidia and not from AMD.

AMD GPUs handle all inference for Llama3 at Meta btw.

Why is AMD shit at low-level processing? What does it mean "their algos are stuck"? Having watched "the industry" for a few decades now, the appeal for NV smells heavily like the old appeal for Xeons, and Big Blue before them. The moat appears (to me, an unknowledgeable outsider) to be just cultural, not necessarily technical.

This is just silly fanboyism, there are pros and cons to each.

This comment is somewhat more insightful:

https://news.ycombinator.com/item?id=40791010

>AMD said it now expects to make more than $5 billion from sales of its Instinct data center GPUs this year due to high demand from hyperscalers like Meta and Microsoft

It's no Nvidia but Meta has ordered AMD GPUs.