Since the disastrous launch of the RTX 50 series, NVIDIA has been unable to escape negative headlines: scalper bots are snatching GPUs away from consumers before official sales even begin, power connectors continue to melt, with no fix in sight, marketing is becoming increasingly deceptive, GPUs are missing processing units when they leave the factory, and the drivers, for which NVIDIA has always been praised, are currently falling apart. And to top it all off, NVIDIA is becoming increasingly insistent that media push a certain narrative when reporting on their hardware.
Fortunately, even that tide is shifting.
I’ve been talking to Dell about it recently, they’ve just announced new servers (releasing later this year) which can have either Nvidia’s B300 or AMD’s MI355x GPUs. Available in a hilarious 19" 10RU air-cooled form factor (XE9685), or ORv3 3OU water-cooled (XE9685L).
It’s the first time they’ve offered a system using both CPU and GPU from AMD - previously they had some Intel CPU / AMD GPU options, and AMD CPU / Nvidia GPU, but never before AMD / AMD.
With AMD promising release day support for PyTorch and other popular programming libraries, we’re also part-way there on software. I’m not going to pretend like needing CUDA isn’t still a massive hump in the road, but “everyone uses CUDA” <-> “everyone needs CUDA” is one hell of a chicken-and-egg problem which isn’t getting solved overnight.
Realistically facing that kind of uphill battle, AMD is just going to have to compete on price - they’re quoting 40% performance/dollar improvement over Nvidia for these upcoming GPUs, so perhaps they are - and trying to win hearts and minds with rock-solid driver/software support so people who do have the option (ie in-house code, not 3rd-party software) look to write it with not-CUDA.
To note, this is the 3rd generation of the MI3xx series (MI300, MI325, now MI350/355). I think it might be the first one to make the market splash that AMD has been hoping for.
I know Dell has been doing a lot of AMD CPUs recently, and those have definitely been beating Intel, so hopefully this continues. But I’ll believe it when I see it. Often, these things rarely pan out in terms of price/performance and support.
AMD’s also apparently unifying their server and consumer gpu departments for RDNA5/UDNA iirc, which I’m really hoping helps with this too