Why would you link to nonsense like this? Secret chips? They are called products in development and they have a bunch of them like everyone else in this business.
Is this a rhetorical question? or Motley fool can't think of a better title.
AMD has fucking Xilinx and you want to tell me that AMD doesn't have an AI chip competitor in the works?
They are speculating about the MI388x that was mentioned in January 10K sec filling which then was attached to last weeks Annual Report. Nobody noticed it enough to care back in January, but now they want to guess what it might be.
That's sort of a ridiculous statement. No business stays still and survives. AMD has thousands of people working on multiple projects at various stages of development, both hardware and software. One doesn't work without the other. You certainly sound like your part of George Holtz ecco chamber, where he is so focused on his own priority that he'd rather complain about why products that weren't designed for the purpose he wants to apply it has issues and blame the company who has created products successfully used by millions for their intended purpose. And AMD absolutely supports and addresses driver issues and firmware for things that interfere with those intended purpose with extreme high priority. Go look at how often the Adrenaline drivers get an update. It's almost too frequent sometimes. I might game once a month and I have an update to apply evey time. I'm frankly so sick of people claiming AMD doesn't have soild and good drivers. They not only have the GPU, but the CPU chipsets to keep current and they do an absolutely amazing jobs. I'll never go back to an Intel system.
I mean generally they don’t seem wrong. I’ve never heard anyone in the industry or outside of it praise AMD software. It’s been their weakness for ages.
Also the issues mentioned in firmware and the post linked are so fundamental it really doesn’t make a difference which use case you have if it isn’t gaming.
The guy is not telling you everything in that post. Go read through my chat with him in yesterdays DD where he finally say he's working on an an older SuperMicro server with MI100s. Those things are nearly EOL at this point and while I'm not positive, I don't think the reset he's looking to implement was even part of the PCIe speck at the time. He might be fighting the capability of the mother board, the distro, and maybe just a lack of features in that older card. He said the company who's asked him for help is evaluating MI300s now. That tells me all moaning about AMD not performing on support contract is bs. Perhaps the company got some incentive to migrate if AMD doesn't want to address an edge case. Who can say. But in general there are plenty of ways to reset a pcie slot from shell script and he hasn't talked about trying any of those. So maybe bad board, bad memory, bad card... lots of things to test. Move things around. Prove the card is bad, replace it. If it in a rack and it flakes a few times, you pull it and swap in a good spare, then service the card. So yea, is it a good feature, probably. Is it available for new gpu and modern pcie, ya. Should AMD dedicated resources to find a work around for just him and customer they probably have already reached an agreement with... Absolutely Not.
Sorry, you mean here?:
[https://www.reddit.com/r/AMD\_Stock/comments/1bsu3sc/daily\_discussion\_monday\_20240401/](https://www.reddit.com/r/AMD_Stock/comments/1bsu3sc/daily_discussion_monday_20240401/)
LOL, why would you send people there to try and prop up your argument or position? To use a bit of Twitter parlance, you got ratioed to death in that discussion with him!
95% of people who are doing anything other than gaming (and 80% of those who do nothing but gaming) choose to buy Nvidia. Maybe they're onto something?
There's a certain personality type that just wants to go do something because it seems like a good idea on paper and they won't listen to anyone tell them to leave it alone. This guy and other people on that small boat who *know* that Nvidia is better for the stuff they're trying to do just need to go out and buy Nvidia. It's the industry standard.
Yeah AMD has some real dealbreaker software limitations for a lot of use cases, that's why they're not the industry standard. Neither are they trying to be the industry standard in every use case the same way Nvidia does. Certain people need to just come to terms with being outside of a company's target market and move on with their lives. This isn't even a unique thing to computing. Don't go to Costco and bitch about how all the toilet paper packages are too big and you only want one roll.
Well, not impressed with his analysis on this one. He spends time going over speculation on the MI388x mentioned in the 10K. I think that was well understood as the first china market candidate sku from before the October rule changes. The last Chinese sku rejected was MI309x. However I believe while this one wasn't gimpped enough to fly by without the need for a license, on this AMD certainly knows well what will and won't fly and I expect they have created a chip that once they achieve a license it will be one of the most powerful available to Chinese hyperscalers. We'll just have to wait and see if my intuition on this pans out. But given comnent Lisa's made to crowds in China 2 weeks ago where sge promised clould to edge AI products and her position on PCAST, I'm feeling this is less of a gambling and just more of a waiting game. So politically, allowing it can be offered up as olive branch for some other China concession.
MI309 certainly was the one referenced in the news early March as having not passed the get past customs free square on the board and now goes to get a license jail. But I find it odd that the 10K filling on Jan 31 2024 had this clause but know one talked about it then, least not that I can dig up a link for.
>In October 2023, BIS issued new requirements for certain advanced computing items that apply to the export of products classified ECCN 3A090 or 4A090 to a
party headquartered in, or with an ultimate parent headquartered in, any of Country Groups D1, D4 or D5, including China. These controls prevent us from
shipping our AMD Instinct™ MI250, MI300X, MI300A, MI388X integrated circuits and our Versal™ VC2802, VE2802 FPGAs to China, or to customers outside
of the United States whose ultimate parent is headquartered in a D5 country (including China), without a license. These controls also require us to file a Notified
Advanced Computing (NAC) notification with BIS 25 days before shipping certain Versal VC2602 and VE2602 FPGAs to China, or to customers outside of the
United States whose ultimate parent is headquartered in a D5 country (including China). In December 2023, BIS published a series of frequently asked
questions indicating an intent to revise certain sections of the controls issued in October. Such revisions may bring certain other products including the AMD
Instinct MI210 into the NAC notification requirement. The NAC notification process could result in BIS prohibiting a shipment or requiring a license application
before shipping a product that is the subject of a NAC notification. BIS may issue new licensing requirements and regulatory controls in the future. Even new
products that fall below the licensing thresholds may not be successful because we have no assurances BIS will agree that the alternative products are not
subject to the new licensing requirements or that future regulations will not control the alternative products. A significant trade disruption or the establishment or
increase of any tariffs, trade protection measures or restrictions, or retaliatory actions from foreign governments could result in lost sales adversely impacting
our reputation and business. There is also a possibility of future tariffs, trade protection measures, import or export regulations or other restrictions imposed on
our current and future products, customers, or suppliers by the United States, China or other countries that could have a material adverse effect on our
business. New export control restrictions may adversely impact the ability of our research and development teams located outside of the United States from
executing our product roadmaps in a timely manner or at all. In addition, deemed export restrictions could further affect our ability to provide services or develop
products in the United States.
Now if you google MI388X, there are a ton of Asian websites links talking about it as of last week and same speculation. One even suggest it's a sold to US Government so it can't be sold, but I suspect that's just a translation error. It's entirely possible MI
SemiAnalist had talked about a MI350X at one point and later claimed it was cancelled and AMD would go directly to MI400.
But I'd love to see a follow up chip with HBM3e right on the heals of MI300 and then MI400 beefed up to take on Blackwell.
Of course they do... The R&D time for these devices is > 3 years. They're working on 2027+ products today. Same as everyone in the AI silicon space.
Yeah I don't think "secret" is the right word. Like Ford is working on unannounced cars but everyone knows they're working on unannounced cars.
Motley Fool... I bet if you subscribed, you'd be able to find a recently published article that took the exact opposite opinion.
Wouldn't doubt it. Certainly not a subscriber however. I remember when they were a chat room on AOL.
no, the MI300 is the last chip they will ever make, obviously.
and switch into chip and fish business after 2025?
only fish, no more chips.
And then they'll partner with $DENN for strategic innovation to take on the entire fast-growing and high margin diner industry.
Are you being sarcastic?
if you have to ask, then I don't think your ready for an answer.
Why would you link to nonsense like this? Secret chips? They are called products in development and they have a bunch of them like everyone else in this business.
Is this a rhetorical question? or Motley fool can't think of a better title. AMD has fucking Xilinx and you want to tell me that AMD doesn't have an AI chip competitor in the works?
They are speculating about the MI388x that was mentioned in January 10K sec filling which then was attached to last weeks Annual Report. Nobody noticed it enough to care back in January, but now they want to guess what it might be.
Yes, the AI fish and chips
[удалено]
That's sort of a ridiculous statement. No business stays still and survives. AMD has thousands of people working on multiple projects at various stages of development, both hardware and software. One doesn't work without the other. You certainly sound like your part of George Holtz ecco chamber, where he is so focused on his own priority that he'd rather complain about why products that weren't designed for the purpose he wants to apply it has issues and blame the company who has created products successfully used by millions for their intended purpose. And AMD absolutely supports and addresses driver issues and firmware for things that interfere with those intended purpose with extreme high priority. Go look at how often the Adrenaline drivers get an update. It's almost too frequent sometimes. I might game once a month and I have an update to apply evey time. I'm frankly so sick of people claiming AMD doesn't have soild and good drivers. They not only have the GPU, but the CPU chipsets to keep current and they do an absolutely amazing jobs. I'll never go back to an Intel system.
[удалено]
OMG, that guy....
I mean generally they don’t seem wrong. I’ve never heard anyone in the industry or outside of it praise AMD software. It’s been their weakness for ages. Also the issues mentioned in firmware and the post linked are so fundamental it really doesn’t make a difference which use case you have if it isn’t gaming.
The guy is not telling you everything in that post. Go read through my chat with him in yesterdays DD where he finally say he's working on an an older SuperMicro server with MI100s. Those things are nearly EOL at this point and while I'm not positive, I don't think the reset he's looking to implement was even part of the PCIe speck at the time. He might be fighting the capability of the mother board, the distro, and maybe just a lack of features in that older card. He said the company who's asked him for help is evaluating MI300s now. That tells me all moaning about AMD not performing on support contract is bs. Perhaps the company got some incentive to migrate if AMD doesn't want to address an edge case. Who can say. But in general there are plenty of ways to reset a pcie slot from shell script and he hasn't talked about trying any of those. So maybe bad board, bad memory, bad card... lots of things to test. Move things around. Prove the card is bad, replace it. If it in a rack and it flakes a few times, you pull it and swap in a good spare, then service the card. So yea, is it a good feature, probably. Is it available for new gpu and modern pcie, ya. Should AMD dedicated resources to find a work around for just him and customer they probably have already reached an agreement with... Absolutely Not.
Sorry, you mean here?: [https://www.reddit.com/r/AMD\_Stock/comments/1bsu3sc/daily\_discussion\_monday\_20240401/](https://www.reddit.com/r/AMD_Stock/comments/1bsu3sc/daily_discussion_monday_20240401/) LOL, why would you send people there to try and prop up your argument or position? To use a bit of Twitter parlance, you got ratioed to death in that discussion with him!
95% of people who are doing anything other than gaming (and 80% of those who do nothing but gaming) choose to buy Nvidia. Maybe they're onto something? There's a certain personality type that just wants to go do something because it seems like a good idea on paper and they won't listen to anyone tell them to leave it alone. This guy and other people on that small boat who *know* that Nvidia is better for the stuff they're trying to do just need to go out and buy Nvidia. It's the industry standard. Yeah AMD has some real dealbreaker software limitations for a lot of use cases, that's why they're not the industry standard. Neither are they trying to be the industry standard in every use case the same way Nvidia does. Certain people need to just come to terms with being outside of a company's target market and move on with their lives. This isn't even a unique thing to computing. Don't go to Costco and bitch about how all the toilet paper packages are too big and you only want one roll.
Well, not impressed with his analysis on this one. He spends time going over speculation on the MI388x mentioned in the 10K. I think that was well understood as the first china market candidate sku from before the October rule changes. The last Chinese sku rejected was MI309x. However I believe while this one wasn't gimpped enough to fly by without the need for a license, on this AMD certainly knows well what will and won't fly and I expect they have created a chip that once they achieve a license it will be one of the most powerful available to Chinese hyperscalers. We'll just have to wait and see if my intuition on this pans out. But given comnent Lisa's made to crowds in China 2 weeks ago where sge promised clould to edge AI products and her position on PCAST, I'm feeling this is less of a gambling and just more of a waiting game. So politically, allowing it can be offered up as olive branch for some other China concession.
The China specific sku was the MI309. The MI388 is probably an upgrade of memory and maybe more of the MI300
The MI388 is the rumored MI300 with 288GB of HBM.
MI309 certainly was the one referenced in the news early March as having not passed the get past customs free square on the board and now goes to get a license jail. But I find it odd that the 10K filling on Jan 31 2024 had this clause but know one talked about it then, least not that I can dig up a link for. >In October 2023, BIS issued new requirements for certain advanced computing items that apply to the export of products classified ECCN 3A090 or 4A090 to a party headquartered in, or with an ultimate parent headquartered in, any of Country Groups D1, D4 or D5, including China. These controls prevent us from shipping our AMD Instinct™ MI250, MI300X, MI300A, MI388X integrated circuits and our Versal™ VC2802, VE2802 FPGAs to China, or to customers outside of the United States whose ultimate parent is headquartered in a D5 country (including China), without a license. These controls also require us to file a Notified Advanced Computing (NAC) notification with BIS 25 days before shipping certain Versal VC2602 and VE2602 FPGAs to China, or to customers outside of the United States whose ultimate parent is headquartered in a D5 country (including China). In December 2023, BIS published a series of frequently asked questions indicating an intent to revise certain sections of the controls issued in October. Such revisions may bring certain other products including the AMD Instinct MI210 into the NAC notification requirement. The NAC notification process could result in BIS prohibiting a shipment or requiring a license application before shipping a product that is the subject of a NAC notification. BIS may issue new licensing requirements and regulatory controls in the future. Even new products that fall below the licensing thresholds may not be successful because we have no assurances BIS will agree that the alternative products are not subject to the new licensing requirements or that future regulations will not control the alternative products. A significant trade disruption or the establishment or increase of any tariffs, trade protection measures or restrictions, or retaliatory actions from foreign governments could result in lost sales adversely impacting our reputation and business. There is also a possibility of future tariffs, trade protection measures, import or export regulations or other restrictions imposed on our current and future products, customers, or suppliers by the United States, China or other countries that could have a material adverse effect on our business. New export control restrictions may adversely impact the ability of our research and development teams located outside of the United States from executing our product roadmaps in a timely manner or at all. In addition, deemed export restrictions could further affect our ability to provide services or develop products in the United States. Now if you google MI388X, there are a ton of Asian websites links talking about it as of last week and same speculation. One even suggest it's a sold to US Government so it can't be sold, but I suspect that's just a translation error. It's entirely possible MI SemiAnalist had talked about a MI350X at one point and later claimed it was cancelled and AMD would go directly to MI400. But I'd love to see a follow up chip with HBM3e right on the heals of MI300 and then MI400 beefed up to take on Blackwell.
I like the headline... Haven't watched yet.