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

193 points spacebanana7 | 1 comments | 4/1/2025, 2:37:00 PM | HN request time: 1s | 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 ◴[4/1/2025, 2:53:00 PM] 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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1. mixmastamyk ◴[4/1/2025, 4:48:00 PM] No.43548927[source]▶

Too late, the stock is already down ~40%. This is not the worst time to buy.