[fvv]

mi300x production is ramping , in latest earning report lisa su said 1H2024 is production capped , 2h2024 have increased production ( and still have some to sell ), thanks probably to cowos and hbm3/(e?) supply improved

large orders for those accelerators are placed months ahead

meanwhile mi300x on microsoft are fully booked...

https://techcommunity.microsoft.com/t5/azure-high-performanc...

"Scalable AI infrastructure running the capable OpenAI models These VMs, and the software that powers them, were purpose-built for our own Azure AI services production workloads. We have already optimized the most capable natural language model in the world, GPT-4 Turbo, for these VMs. ND MI300X v5 VMs offer leading cost performance for popular OpenAI and open-source models."