Comment by iwontberude

2 months ago

And this is the investment case for AMD, models fit entirely in a single chassis, and side benefit: less tariffed network equipment to interconnect compute. Map/reduce instead of clustered compute.

Edit: when downvoting, please offer some insight why you disagree

How is the a unique advantage for AMD?

  • AMD is consistently stacking more HBM.

      H100 80GB HBM3
      H200 141GB HBM3e
      B200 192GB HBM3e
    
      MI300x 192GB HBM3
      MI325x 256GB HBM3e
      MI355x 288GB HBM3e
    

    This means that you can fit larger and larger models into a single node, without having to go out over the network. The memory bandwidth on AMD is also quite good.

> when downvoting, please offer some insight why you disagree

And remind that (down)voting is not for (dis)agreement.