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CapeTheory
7 months ago
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AMD's MI300X Outperforms Nvidia's H100 for LLM Inf...
They can't make them fast enough to satisfy hype-driven demand; they are not scaling like a tech company, but their market cap is being inflated like one.
lucianbr
7 months ago
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What is the meaning of "tech" in this context? "Software"? I mean, if Nvidia isn't a technology company...
CapeTheory
7 months ago
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Sorry should have said "big tech", as commonly used to refer to FAANG companies who focus more on software and/or services.
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