We are still early. I started my bet on Lisa Su around August of last year... she publicly doubled down on AI around October/November. Dec 6th, MI300x was announced.
Big ships take time to course correct. Look at their hiring for AI related positions and release schedule for ROCm. As well as multiple companies like mine springing up to purchase MI300x and satisfy rental demand.
It is only May. We didn't even receive our AIA's until April. Another company just announced their MI300x hardware server offering today.
I am going to ignore AMD till/if they get their shit together. They have lost any goodwill or trust many gpu generations ago. It is really up to them to make up for it.
Big ships take time to course correct. Look at their hiring for AI related positions and release schedule for ROCm. As well as multiple companies like mine springing up to purchase MI300x and satisfy rental demand.
It is only May. We didn't even receive our AIA's until April. Another company just announced their MI300x hardware server offering today.