[dhruvdh]

You know AMD primarily sells CPUs right?

For datacenter GPUs, they're going from ~500M-750M in 2023 full year (can't find proper numbers), to 4.5B+ full year 2024. In GPUs, it's almost like they're entering a new market.

The current Instinct line of products is relatively new too, I found this article [1] on the MI100 launch on Nov, 2020. That's basically start of 2021.

To go from MI100 in 2021, to 4.5B+ of MI300X + MI250X in 2024 is great. They are doing just fine.

On MI355X, I can't find endnotes for the slides they show, but it is not clear if the 9.2PF of FP6 and FP4 is sparse or not (all the other numbers on that slide were non-sparse). If it isn't they're exceeding GB200's sparse FP6/4 numbers with non-sparse flops (!). They both have the same memory bandwidth though. AMD is doing just fine.

[1] https://www.servethehome.com/amd-radeon-instinct-mi100-32gb-...

[cherryteastain]

MI100 is hardly the first AMD datacenter GPU. The first Instinct branded card, MI25, is from 2017 [1]. But ATI/AMD had FirePro/FireStream branded GPGPU cards going back to the mid 2000s [2,3]. They just never caught on because AMD's software, support and marketing was not competitive with Nvidia's.

[1] https://www.techpowerup.com/gpu-specs/radeon-instinct-mi25.c...

[2] https://en.wikipedia.org/wiki/AMD_FireStream

[3] https://en.wikipedia.org/wiki/AMD_FirePro

[dhruvdh]

Those are Vega, not CDNA. It wouldn't surprise me if those are rebranded consumer chips, though I haven't checked.

[roenxi]

Everyone knows that AMD primarily sells CPUs. That is why all the interest is over with Nvidia and a contributing factor to why I don't own an AMD graphics card any more.