Patel reports AMD is selling GPUs to cloud providers then renting them back to inflate sales numbers.
“Like but AMD is actually doing this and like taking it to overdrive. They're getting clusters at Oracle and Amazon and Crusoe and Digital Ocean and Tensorwave and they're renting GPUs back from them.”
Patel reports AMD MI355 beats NVIDIA B200 in some document processing scenarios with open source software.
“in some cases, AMD actually does have a publicly usable open source implementation that beats NVIDIA even, right, with the MI355 versus V200, which is a surprise, right?”
Patel reports AMD performance improved dramatically over two months, similar to NVIDIA Blackwell's software optimization trajectory.
“Over two months, the performance of AMD dramatically improved because they went from, hey, software problems are always a thing, to over a two month period, they've dramatically improved.”
Patel reports AMD MI355 beats NVIDIA B200 on performance-TCO with publicly usable open source software in certain use cases.
“AMD actually does have a publicly usable open source implementation that beats NVIDIA even, right, with the MI355 versus V200, which is a surprise, right?”
Patel predicts AMD will remain in single-digit percentage market share despite being credible competitor.
“I don't think they'll go beyond, like I think they'll stay in single digits market share, single digit percentage market share. Yeah. Single digit percentage market share”
Patel says Nvidia and AMD both lie about peak flops specs which are impossible to achieve.
“All their quoted specs are lies impossible to achieve Whether it's Nvidia or AMD, neither of them you can ever hit their peak flops.”
Patel reports AMD and Nvidia engineers treat Inference X as a competitive leaderboard.
“AMD and Nvidia. They love to compete with each other. And AMD engineers and Nvidia engineers look at Inference X as a leader board.”
Patel says AMD MI450X has 72 GPUs, more memory and flops than Vera Rubin, launching three to six months later.
“It's got more more, memory, flops. It's got it's it's better than Vera Rubin in most every way. It's a little bit later. I mean, three to six months after,”
Patel names Meta, Oracle, and OpenAI as public customers adopting AMD's MI450X Helios platform.
“There's there's quite a bit of, public customer traction, Meta, Oracle for OpenAI, and there's many other customers who are who are looking to adopt it.”
Patel identifies Meta and Oracle as public customers for AMD's Helios system with Supermicro as launch partner.
“I mean, three to six months after, but, you know, by being the launch partner for Helios, know, that's that's pretty exciting. There's there's quite a bit of, public customer traction, Meta, Oracle for OpenAI,”
“AMD's announcing it in a few weeks and it's very exciting. It's 72 GPUs. It's got more memory than Vera Rubin. It's got more more, memory, flops.”
“It's 72 GPUs. It's got more memory than Vera Rubin. It's got more more, memory, flops. It's got it's it's better than Vera Rubin in most every way. It's a little bit later.”