this post was submitted on 15 Nov 2023
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Yes because what Nvidia is doing isn’t super special. Of course AMD will have an equivalent or better solution, so the question really should be “how many years behind” will AMD be.
They closed the gap significantly in raster perf. Power efficiency is pretty close, and so is area efficiency. AI mostly a software problem and AMD aren’t blind to this, and are very clearly investing a ton more into software to close this gap. (They just bought Node AI and absorbed all their talent)
The hardware is arguably better in many aspects. MI200 and MI250 are HPC monsters and MI300 is a chiplet packaging masterpiece that has has HPC performance on lockdown.
There’s a reason that no new HPC super computers are announced with Nvidia GPUs.
Nvidia has lead in AI, AMD has lead in HPC. Nvidia has lead in area efficiency, AMD has lead in packaging expertise (which means they can throw a ton more area at the problem with the same cost of Nvidia)