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MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive

X

XYang2023

Well-known member
semianalysis.com

MI300X vs H100 vs H200 Benchmark Part 1: Training – CUDA Moat Still Alive

Intro 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 an…
semianalysis.com semianalysis.com

I think Intel has an opportunity to catch up with AMD in the AI accelerator space. Even though Falcon Shores might fall slightly short of expectations, if Intel ensures its software is developed properly, their overall solution should still be competitive.
 
Is AMD catching up to Nvidia though or is Nvidia just running further away with their huge investments?
 
I think cuda moat is still largely in training. Maybe inference offer a better angle of attack for competitors.
 
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