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• #9825 S_x96x_S addikt Petykemano #9818

  Új Válasz 2024-08-19 22:09:33 #9825

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  S_x96x_S

  addikt

  válasz Petykemano #9818 üzenetére

  > Pontosan milyen előnyt/képességet nyer ezzel az AMD?

  AI STD (Speed-to-Deploy)

  legalábbis a
  https://www.servethehome.com/amd-buys-zt-systems-in-a-surprise-move/
  szerint.

  "AMD buying ZT’s engineering resources gets it that type of acceleration. When AMD talks about $4-5B of AI server revenue this year, it is important to think of that only as 1-2 clusters worth of GPUs. A company like Supermicro on the NVIDIA side can deliver a full $4-5B cluster now in less than a month. If AMD is going to scale, it needs not just the technology and pricing to justify the investment over NVIDIA, it also needs to be available in the same windows. GPU clusters are now so big that a cluster taking a year to come online is not acceptable. Three years (or more) for a HPE-Cray government Exascale supercomputer feels like a laughable paleolithic pace of project planning."
  ...
  "AMD is really getting the ability to scratch the AI STD (Speed-to-Deploy) needs of its customers, not trying to compete directly with its partners. If it does not address the AI STD metric, then it will not be able to compete in the future. That is a massive deal for any AI startup outside hyper-scalers, NVIDIA, AMD, Cerebras, and maybe Intel.
  "

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