AMD disclosed more details on the MI300X they hope will compete with NVIDIA.
When Compared To The NVIDIA H100, The MI300X Has Some Issues.
First and foremost, the NVIDIA H100 is shipping in full volume today. In fact, NVIDIA can sell all that TSMC can make and then some. And NVIDIA has, by far, the largest ecosystem of software and researchers in the AI industry. Third, and this is the real kicker, the MI300 does not have a transformer engine like the H100, which can triple performance for the popular LLM AI models. If it takes thousands of GPUs a year to train a new model, I doubt that anyone will say its ok to wait 2-3 more years to get their model to market, or throw 3 times as many GPUs at the problem.
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