GPUs/Graphics Cards

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even with constraints amd will have steppings and respins of the silicon plus driver improvements - memory speeds should continue to go up, zen6 will probably jump to ddr6 and pci-e v6 to continue to boost i/o and make compute faster - the real gains are for enterprise data chips where inference is going to go through the roof #mi300 #mi350 #mi400
AMD ROCm™ Blogs

AMD ROCm™ software blogs

According to Citi's price projections for AMD's #MI300 #AI accelerators, Nvidia currently charges up to four times more for its competing #H100 GPUs

AMD's chips cost $10 to $15K apiece

Nvidia's H100 has peaked beyond $40K

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-h100-ai-gpus-cost-up-to-four-times-more-than-amds-competing-mi300x-amds-chips-cost-dollar10-to-dollar15k-apiece-nvidias-h100-has-peaked-beyond-dollar40000

#HPC #GPU

Nvidia's H100 AI GPUs cost up to four times more than AMD's competing MI300X — AMD's chips cost $10 to $15K apiece; Nvidia's H100 has peaked beyond $40,000: Report

AMD on track to generate billions on its Instinct MI300 GPUs this year, says Citi.

Tom's Hardware
#AMD bets demand for its #MI300 accelerator will balance dips across other product lines
CEO #LisaSu boasted AMD now predicts #datacenter GPUs – this includes the #MI300A – to see consistent sequential growth over the next several quarters, driving revenues of $3.5 billion in 2024 alone. Tthe MI300 represents AMD’s first compelling contender in the #AI arena, with its previous-gen #MI200 parts primarily designed for #highperformancecomputing (#hpc) deployments
https://www.theregister.com/2024/01/31/amd_q4_2023/ #GPU #APU
AMD bets demand for its MI300 accelerator will balance dips across other product lines

Chip biz aims to sell $3.5 billion worth of its Instinct GPUs and APUs in 2024 alone

The Register

AMD is depending on its newly launched #MI300 accelerators and continued #AI demand to offset an otherwise challenging start to 2024

Aims to sell $3.5 billion worth of its Instinct GPUs and APUs in 2024

https://theregister.com/2024/01/31/amd_q4_2023/

#HPC via
@theregister

AMD bets demand for its MI300 accelerator will balance dips across other product lines

Chip biz aims to sell $3.5 billion worth of its Instinct GPUs and APUs in 2024 alone

The Register

AMD’s Next #GPU Is a 3D-Integrated Superchip

The #MI300 makes 13 pieces of silicon behave as one chip

https://spectrum.ieee.org/amd-mi300

#HPC #AI via @ieeespectrum

AMD's Next GPU Is a 3D-Integrated Superchip

The MI300 makes 13 pieces of silicon behave as one chip

IEEE Spectrum
Just Posted: Tom Hollingsworth reports that VMware, now under Broadcom, is simplifying its licensing model by transitioning to subscription-based services and discontinuing perpetual licenses, alongside discussing other tech industry updates such as AMD's MI300 GPU launch and security vulnerabilities. @networkingnerd #CarbonBlack #EUC #Linux #MI300 #Rundown
https://gestaltit.com/rundown/tom/vmware-simplifies-offer-lineup-through-broadcom-gestalt-it-rundown-december-13-2023/
VMware Simplifies Offer Lineup through Broadcom | Gestalt IT Rundown: December 13, 2023 - Gestalt IT

Change is in the air and it's licensed. The biggest news this week came from VMware (by Broadcom) as they announced a simplification of their licensing model. The first change is that VMware Cloud Foundation has had the subscription cost cut in half and additional support levels added to help with activation and lifecycle management. VMware vSphere Foundation is also available as a subscription offering with several add-ons available. Notably missing is the option for perpetual licensing, which was removed in this simplification. Also removed were hybrid purchase programs and anything not subscription-based. Customers may still use their perpetual licenses but will not be able to buy support for them until they transition to the new subscription model.

Gestalt IT

AMD slaps together a silicon sandwich with #MI300-series APUs, GPUs to challenge Nvidia’s #AI empire

Chips boast 1.3x lead in #AI, 1.8x in #HPC over Nv's #H100

https://theregister.com/2023/12/06/amd_mi300_gpu/

via @theregister

AMD slaps together a silicon sandwich with MI300-series APUs, GPUs to challenge Nvidia’s AI empire

Chips boast 1.3x lead in AI, 1.8x in HPC over Nv's H100

The Register

AMD Q3 earning better than analyst expectations, though it gives soft fourth-quarter guidance

#MI300 GPUs volume production in Q4 to support deployments with leading #HPC, #cloud and #AI customers

AMD expects $2 billion of #AI #GPU sales in 2024

#MI300A shipping to #ElCapitan #supercomputer at LLNL started earlier this quarter

https://www.cnbc.com/2023/10/31/amd-earnings-report-q3-2023.html

#HPC #AI