183 points spacebanana7 | 1 comments | 01 Apr 25 14:37 UTC | HN request time: 0.215s | source

I appreciate developing ROCm into something competitive with CUDA would require a lot of work, both internally within AMD and with external contributions to the relevant open source libraries.

However the amount of resources at stake is incredible. The delta between NVIDIA's value and AMD's is bigger than the annual GDP of Spain. Even if they needed to hire a few thousand engineers at a few million in comp each, it'd still be a good investment.

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christkv ◴[01 Apr 25 14:49 UTC] No.43547450[source]▶

>>43547309 (OP) #

I don't think its that bad. The focus will turn to inference going forward and that eventually means a place for AMD and maybe even Intel. Eventually it will be all about the efficiency of inference in watts.

That switch will reduce the NVIDIA margins by a lot. NVIDIA probably has 2 years left of being the only one with golden shovels.

replies(1): >>43547549 #

1. electriclove ◴[01 Apr 25 14:56 UTC] No.43547549[source]▶

>>43547450 #

Until they have another hit (gaming -> mining -> AI -> ?)

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