Meta, OpenAI, Crusoe, and xAI recently announced large purchases of MI300 chips for inference.
MI400, which will be available next year, also looks to be at least on par with Nvidia's roadmap.
Most importantly, models are maturing, and this means less custom optimization is required.
They've been playing catch up after "the bad old days" when they had to let a bunch of people go to avoid going under but it looks like they are catching back up to speed. Now it's just a matter of giving all those new engineers a few years to get their software world in order.
Supercharging the Local Data Share (LDS) that's shared by threads is really cool to hear about. 64 -> 160KB size. Writes into LDS go from 32B max to 128B, increasing throughout. Transposes, to help get the data in the right shape for its next use.
Really really curious to see what the UDNA unified next gen architectures look like, if they really stick to merging Compute and Radeon CDNA and RDNA, as promised. If consumers end up getting multi-die compute solutions that would be neat & also intimidatingly hard (lots of energy spent keeping bits in sync across cores/coherency). After Navi 4X ended up having its flagship cancelled way back now, been wondering. I sort of expect that this won't scale as nicely as Epyc being a bunch of Ryzen dies. https://wccftech.com/amd-enthusiast-radeon-rx-8000-gpus-alle...
bee_rider•5h ago
But, does AMD just own the whole HPC stack at this point? (Or would they, if the software was there?).
At least the individual nodes. What’s their equivalent to Infiniband?
phonon•4h ago
https://www.tomshardware.com/networking/amd-deploys-its-firs...
https://semianalysis.com/2025/06/11/the-new-ai-networks-ultr...
OneDeuxTriSeiGo•3h ago
https://ultraethernet.org/
jauntywundrkind•3h ago
wmf•2h ago
Now that Nvidia is removing FP64 I assume AMD will have 100% of the HPC market until Fujitsu Monaka comes out.
latchkey•1h ago
Externally, it is 8x400G NICs, which is the limitation of PCIeV5 anyway.
We had a guy training SOTA models on 9 of our MI300x boxes just fine. Networking wasn't the slow bit.