News AMD's customers begin receiving the first Instinct MI300X AI GPUs — the company's toughest competitor to Nvidia's AI dominance is now shipping

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Congrats to AMD. I think this is the first time they've delivered something with better on-paper AI performance than Nvidia's current gen.

grtAVupcEBbGxWirtjTx6P.png


Theoretical specs are great, but Nvidia has spent years optimizing the snot out of its libraries.

To use the analogy of gaming GPUs, there was a time when AMD GPUs typically had better theoretical performance than Nvidia, but achieved lower FPS in games. There can be a variety of reasons for that, but my point is that merely delivering hardware with the right specs doesn't equate to winning.

Just being realistic about the challenges that still lie ahead, for AMD.
 
Congrats to AMD. I think this is the first time they've delivered something with better on-paper AI performance than Nvidia's current gen.

grtAVupcEBbGxWirtjTx6P.png


Theoretical specs are great, but Nvidia has spent years optimizing the snot out of its libraries.

To use the analogy of gaming GPUs, there was a time when AMD GPUs typically had better theoretical performance than Nvidia, but achieved lower FPS in games. There can be a variety of reasons for that, but my point is that merely delivering hardware with the right specs doesn't equate to winning.

Just being realistic about the challenges that still lie ahead, for AMD.

AMD does still have a lot of work to do, but it will get done faster than ever there is a large demand for AI compute yesterday and wait times for Nvidia hardware is into 2025.

Way too late for many, so they will spend the extra money and take the time to work with AMD on optimizations and stability. There will be effective code and documentation for AMD hardware before Nvidia can satisfy demand.
 
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