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

183 points spacebanana7 | 1 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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jayd16 ◴[01 Apr 25 15:04 UTC] No.43547659[source]▶
You can believe a stock is overvalued and also believe it will stay that way.
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the__alchemist ◴[01 Apr 25 15:20 UTC] No.43547867[source]▶
I agree; that's not what the post implies: > that bubble is going to pop and it's going to pop hard.
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1. the__alchemist ◴[01 Apr 25 15:32 UTC] No.43548013[source]▶
> But they didn't say soon.

Setting an indefinite timeline devalues any claim. You could prove this to yourself using Reductio ad absurdum, or by applying it to various general cases.