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Ask HN: Why hasn’t AMD made a viable CUDA alternative?

183 points spacebanana7 | 2 comments | 01 Apr 25 14:37 UTC | HN request time: 0s | 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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johnnyjeans ◴[01 Apr 25 14:53 UTC] No.43547510[source]▶
> The delta between NVIDIA's value and AMD's is bigger than the annual GDP of Spain.

Nvidia is massively overvalued right now. AI has rocketed them into absolute absurdity, and it's not sustainable. Put aside the actual technology for a second and realize that public image of AI is at rock bottom. Every single time a company puts out AI-generated materials, they receive immense public backlash. That's not going away any time soon and it's only likely to get worse.

Speaking as someone that's not even remotely anti-AI, I wouldn't touch the shit with a 10 foot pole because of how bad the public image is. The moment that capital realizes this, that bubble is going to pop and it's going to pop hard.

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the__alchemist ◴[01 Apr 25 14:57 UTC] No.43547559[source]▶
You state this very confidently. Are you shorting Nvidia stock? If not, why not?
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1. johnnyjeans ◴[01 Apr 25 15:19 UTC] No.43547847[source]▶
I forbid myself from speculative trading as a consequence of idiosyncratic principles that I live my life by. One of many symbolic rejections of toxic profiteering that infests our neo-mercantile society. I have enough digits in my bank account that adding any more would be unambiguously greedy and distasteful, so in the end it would be violating my principles simply to debase myself. No thanks.

Anyways you'd need some kind of window of when a stock is going to collapse to short it. Good luck predicting this one.

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2. the__alchemist ◴[01 Apr 25 15:22 UTC] No.43547885[source]▶
I respect, and adore your philosophy.

For a short, I think you don't need that strong of a window. For an options combination, yes.