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183 points spacebanana7 | 1 comments | | HN request time: 0.281s | 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.

1. geor9e ◴[] No.43551343[source]
If it's a question about entrenched corporate dysfunction, I can't answer it. Most people's answers are wild guesses at best.

If it's a question of first principles, there is a small glimmer of hope in a company called tinygrad making the attempt - https://geohot.github.io//blog/jekyll/update/2025/03/08/AMD-...

If the current 1:16 AMD:NVIDIA stock value difference is entirely due to the CUDA moat, you might make some money if the tide turns. But who can say…