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I think in this case the changes needed to make AMD useful will open the market to other players as well (e.g. Intel).

PyTorch is already walking down this path and while CUDA-based performance is significantly better, that is changing and of course an area of continued focus.

It's not that people don't like Nvidia, rather it's just that there is a lot of hardware out there that can technically perform competitively, but the work needs to be done to bring it into the circle.




Last I checked I saw the H100 was about two gens more advanced for certain components (tensor cores, bfloats, cache, mem bandwidth) - but my research may have been wrong as admittedly I'm not as familiar with AMDs offerings for GPU.


They are not behind... https://www.tomshardware.com/news/amd-expands-mi300-with-gpu...

You can also actually buy them as opposed to the nVidia offerings which you are going to have to fight for.




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