colonCapital Dee

SemiAnalysis has been on a five-month long quest to settle the reality of MI300X. In theory, the MI300X should be at a huge advantage over Nvidia’s H100 and H200 in terms of specifications and Total Cost of Ownership (TCO). However, the reality is that the on paper specs as given below are not representative of performance that can be expected in a real-world environment. If AMD could deliver the below marketed performance with this memory, it would be a very strong competitor in the market.

Why do solo game developers tend to get into fights with big tech engineers? Why do high-profile external hires to large companies often fizzle out? Why is AI-assisted development amazing for some engineers and completely useless for others? I think it’s because some engineers are doing very different kinds of work to other engineers. Those two types of engineers often assume their counterparts are simply incompetent, but they’re really just working in different fields.