Is The AMD GPU Better Than We Thought For AI?

MosaicML, just acquired by DataBricks for $1.3B, published some interesting benchmarks for training LLMs on the AMD MI250 GPU, and said it is ~80% as fast as an NVIDIA A100. Did the world just change? To be brutally honest, everyone wants to see a fight, between AMD...

Is Intel Turning The Corner?

Intel stock is up 35% in the last three weeks on a string of good news. Is there more to come? Semiconductors have been one of the fastest growing segments on Wall Street this year. Intel has quietly recovered its losses over the last year, with the bulk of the...

Is The New AMD MI300X Better Than The NVIDIA H100?

AMD disclosed a few more details on the MI300 GPU, due later this year, with support for 192GB of memory on the MI300X. Here’s what we know. In today’s world of ChatGPT, everyone keeps asking if the NVIDIA A100 and H100 GPUs are the only platforms that can deliver the...