I use AMD MI300s at work, and my experience is that for PyTorch at least there is no moat. The moat only exists in people's minds.
Until 2022 or so AMD was not really investing into their software stack. Once they did, they caught up with Nvidia.
Until 2022 or so AMD was not really investing into their software stack. Once they did, they caught up with Nvidia.
If AMD really wanted to play in the same league as NVidia, they should have built their own cloud service and offered a full stack experience akin to Google with their TPUs, then they would be justified in ignoring the consumer market, but alas, most people run their software on their local hardware first.
HN has a blindspot where AMDs absence in the prosumer/SME space is interpreted as failing horribly. Yet AMDs instinct cards are selling very well at the top end of the market.
If you were trying to disrupt a dominant player, would you try selling a million gadgets to a million people, or a million gadgets to 3-10 large organizations?