Engineering

Our 5-month journey conducting independent analysis &amp; benchmarking of AMD MI300X vs Nvidia H100 + H200
Detailed, open source low-level benchmarks
performance vs TCO
Comprehensive public recommendations
It’s not just immature software, they need to change how they do development

Met with @LisaSu today for 1.5 hours as we went through everything
She acknowledged the gaps in AMD software stack
She took our specific recommendations seriously
She asked her team and us a lot of questions
Many changes are in flight already!
Excited to see improvements coming

Dylan Patel

Bullish AMD because semianalysis

https://x.com/dylan522p/status/1871287937268383867?s=46

creating and destroying; flying cars, roc.camera, july.rocks

Positive on AMD due to semiconductor analysis