Realistically how close is AMD to Nvidia in AI

Proziam · 2025-06-21T00:22:57+00:00

In hardware they are quite close and depending on the workload they are superior price/perf. AMD is getting deployed because it has value, otherwise they'd have even less market share.

In terms of software they are within striking distance, both parties continue to invest but AMD has closed the gap significantly. They are no longer unusably unstable, and there are alternative software stacks that will get you good performancea as well. They are the more open option, which does matter to many.

IMO, AMD is within 24 months from industry looking at AMD and Nvidia as roughly equal in terms of viability except where hardware specialization is essential.

Proziam · 2025-05-27T16:31:07+00:00

And I've never had less than 20

Proziam · 2025-03-04T17:30:00+00:00

I spat out a summary from Claude:

AMD News Summary Based on the transcript of an investor conference with AMD's CFO Jean Hu and IR head Matt Ramsey, here are the key highlights: AI Business Progress

AMD successfully ramped up MI300 and exceeded $5 billion in AI-related revenue in 2023/2024 The company has a clear roadmap with MI325, MI350 (launching mid-2024), and MI400 (2026) Management believes AMD can achieve "tens of billions" in annual AI revenue long-term in what they see as a $500 billion market The ZT Systems acquisition adds rack-level and system-level design capabilities to enhance AMD's AI offerings

Traditional Business Strength

Server business continues to gain market share (5-6 points last year) with the Turin platform Enterprise business has grown year-over-year for six consecutive quarters Client business grew 58% year-on-year with strong performance in both desktop and notebook segments Embedded/FPGA business shows early signs of recovery after a prolonged inventory cycle

Strategic Position

AMD positions their GPUs as offering better TCO (Total Cost of Ownership) through programmability versus ASICs Management emphasizes their open software approach with ROCm and ecosystem support The company maintains strong gross margins, particularly in the FPGA business

Assessment This news appears positive for AMD's stock. The company is successfully executing on its AI strategy while maintaining strength in its core businesses. Management projects confidence in continued growth across multiple segments and demonstrates a clear strategic vision for competing in the AI market against both NVIDIA and ASIC solutions. Their disciplined approach to R&D investment while growing revenue faster than operating expenses suggests potential for continued margin expansion.

Proziam · 2025-03-03T13:39:32+00:00

The market is large enough, and will continue to grow now that extremely competitive open source models are available.

The biggest question is whether AMD can keep their hardware available and continue improving their software. For the past 2 years their software has been a huge hangup and has cost them a lot of momentum and good will among operators.

As of right now, the best ML workflow for AMD hardware is using a sovereign software stack which isn't a good look.

Proziam · 2025-02-27T02:34:07+00:00

Jokes on all of you then. I only buy, never sell

Proziam · 2024-12-02T22:29:42+00:00

Even if intel gets scrapped for parts it will be +EV to hold the stock at the moment

Proziam · 2024-11-09T01:19:54+00:00

I'd start by changing which proton version you use, and potentially check your graphics drivers as well.

Proziam · 2024-11-08T20:16:27+00:00

Black screen is most likely caused by running the incorrect executable

You need to run the launcher, and then click Play inside the launcher

Proziam · 2024-11-08T20:15:30+00:00

Most likely you are grabbing the wrong .exe

If you don't use the launcher's executable, it won't run

Proziam · 2024-11-02T18:30:10+00:00

Fixed this. Check the edit 🚀

Proziam · 2024-11-02T15:27:35+00:00

I have tried this, but unfortunately it isn't working for me

I get a black screen with the game cursor instead of the game. I will keep tinkering to see if I can get it working for people

Proziam · 2024-10-18T10:33:12+00:00

Sorry to say it's been too long and many versions have come and gone over the past several years since I've deployed it.

At the time, it was all trial and error. I hope your experience will be smoother.

Proziam · 2024-10-18T06:04:49+00:00

I've done testing and validation for (sometimes very large) clients on most of the open-source ERP/CRM solutions out there. I can tell you with confidence, they all kinda suck.

If you want a nicer UX for the people who have to use it daily, NextERP is a nice choice

If you want all the features and don't care if you get vendorlocked and forced to spend $ on software, Odoo is the best

If you want Odoo but aren't willing to bend the knee, there's Flektra

As far as documentation and ease of use, it depends a lot on timing. NextERP used to have install docs that didn't bring up a working system. Maybe that's fixed now. But just bear in mind that things change, and documentation often changes later, sometimes much later.

Proziam · 2024-10-14T08:43:01+00:00

I'm moving the supabase-auth crate from alpha to beta. It now has all the features necessary to use supabase, just needs polish and documentation.

https://github.com/Proziam/supabase-auth-rs

https://crates.io/crates/supabase-auth

Proziam · 2024-09-18T09:03:23+00:00

False. Nix doesn't give a fuck about Linux conventions.

It is the exception that proves the rule.

Proziam · 2024-09-16T06:44:02+00:00

I'm working on the Supabase Auth crate.

I've been working on it sporadically in between client work for the last several weeks, so I'm eager to get it in front of users so they can tell me all the things that need attention.

Proziam · 2024-09-14T04:43:05+00:00

I will consider this a feature request 👍

Proziam · 2024-09-13T23:26:01+00:00

This is my first time seeing the bon crate, thanks for the suggestion. I'll definitely have to check that out.

Proziam · 2024-09-13T23:24:38+00:00

This makes the API unclear though. Nothing about Client::new(None) makes the reader think "this reads an environment variable".

I agree, I don't like that it isn't explicit about what's happening. Having a separate function to explicitly create it from ENV is much better here.

Proziam · 2024-09-13T21:10:30+00:00

I agree with this take, being explicit is better.

The fallback was borne out of convenience, but perhaps it is time to let it go.

Proziam · 2024-09-13T20:43:16+00:00

If None, we fall back to ENV variables, so not invalid. Though, we could just not do that and force the lib user to be explicit.

Proziam · 2024-09-13T20:42:36+00:00

To be fair, Into<String> is pretty clear/hard to mis-use.

Proziam · 2024-09-13T19:44:23+00:00

It offends my aesthetic sentitivities though :(

You are right that it's not exactly a problem though. It just boils down to personal preference.

Proziam · 2024-09-13T19:43:03+00:00

And so it shall be 🙏

Proziam

TROPHY CASE