Comment by stingraycharles
Comment by stingraycharles 6 months ago
Yes but then they fail to understand a lot of “long tail” home projects, opensource stuff etc is done on consumer GPUs at home, which is tremendously important for ecosystem support.
Comment by stingraycharles 6 months ago
Yes but then they fail to understand a lot of “long tail” home projects, opensource stuff etc is done on consumer GPUs at home, which is tremendously important for ecosystem support.
The problem is that this is short-term thinking. You need students and professionals playing around with your tools at home and/or on their work computers to drive hyperscale demand in the long term.
This is why it’s so important AMD gets their act together quickly, as the benefits of these kind of things are measured in years, not months.
On the corp side you have FB w/ PyTorch, xformers (still pretty iffy on AMD support tbt) and MS w/ DeepSpeed. But let's see about some others:
Flash Attention: academia, 2y behind for AMD support
bitsandbytes: academia, 2y behind for AMD support
Marlin: academia, no AMD support
FlashInfer: acadedmia/startup, no AMD
ThunderKittens: academia, no AMD support
DeepGEMM, DeepEP, FlashMLA: ofc, nothing from China supports AMD
Without the long tail AMD will continue to always be in a position where they have to scramble to try to add second tier support years later themselves, while Nvidia continues to get all the latest and greatest for free.
This is just off the top of my head on the LLM side where I'm focused on, btw. Whenever I look at image/video it's even more grim.
Modular says Max/Mojo will change this and make refactoring between different vendors (and different lines of the same vendor) less of a showstopper but tbd for now
Then they’re fools. Every AI maestro knows CUDA because they learned it at home.
It’s the same reason there’s orders of magnitude more code written for Linux than for mainframes.
Why would a hyperscaler pick the technology that’s harder to hire for (because there’s no hobbyist-to-expert pipeline)?
Then they will stay irrelevant in the GPU space like they have been so far.
Why should we care about them if they don't care?
I mean of they want to stay at a fraction of the market value and profit of their direct competitor, good for them.
I want a competitive market so I can have cheaper gpus.
It's Nvidia, AMD, and maybe Intel.
What if they understand that and they don't care? Getting one hyperscaler as a customer is worth more than the entire long tail.