Post by Dylan Patel on X
Dylan Patel@dylan522p
XAMD software is improving rapidly
Cuda isn't a moat forever, but Nvidia is building new ones with the Python DSL, Dynamo, and more
Meanwhile Nvidia hardware advantage is huge this year, but perf/TCO of 355X has attracted some customers
MI450X is actually competitive with Rubin
525 likes19 repliesPosted Apr 23, 2025