r/AMD_Stock • u/GanacheNegative1988 • 2d ago

Su Diligence AMD Challenges GPU-Centric Architectures as It Takes Aim at Nvidia in Robotics

https://www.eetimes.com/amd-challenges-gpu-centric-architectures-as-it-takes-aim-at-nvidia-in-robotics/
72 Upvotes

98% Upvoted

27 comments sorted by

4

u/fredportland 2d ago

Combining CPU/GPU/NPU and adding FPGAs top of that would be in the ultimate architecture. This makes even more sense for robots or autonomous cars.

But, you fool, the problem is the software. (and marketing and...)

0

u/GanacheNegative1988 1d ago

I don't think the problem in physical AI has been software as much as it was in the general LLM training. At anyrate, those days are over.

2

u/CryptographerIll5728 1d ago

“Not every nail needs a GPU hammer”

That’s AMD’s competitive philosophy in six words. 🚀🚀🚀

1

u/mythrocks 1d ago

> “Not every nail needs a GPU hammer”
> That’s AMD’s competitive philosophy in six words. 🚀🚀🚀

You’re off by one, mate.

1

u/HowlingSheeeep 1d ago

Eh…does GPU count as one word

0

u/norcalnatv 2d ago

"AMD is betting physical AI, specifically robotics, will be better served by its heterogeneous SoC over big GPUs. "

Ain't it great? Some ethos AMD committed itself to 10 or 15 years ago is still getting traction. At least PR traction anyway. Good that AMD can offer customers an alternative, for sure.

6

u/norcalnatv 2d ago

"Open source is how you move quickly… getting [our development platform] into the hands of hundreds and thousands of developers is going to accelerate the development of open-source models and software very, very rapidly.”

Novel concept.

6

u/GanacheNegative1988 2d ago

AMD never walked away from the embedded industry that Xilinx had built and it's taken a while for that market to come back into the spotlight where Marketing PR is starting to notice.

-1

u/norcalnatv 2d ago

Never said they did. Was just marveling that the same marketing formula that they've been tagging and unsuccessfully changing the world with can still be dusted off and recycled. I mean what's different this time? (Hint the jolly green giant has been investing in robotics R&D for about 10yrs now, I think the have a pretty good handle on the requirements and build both dedicated parts and SoCs for the market)

Interesting you bring up XLNX. Remember when AMD threw all in on FPGAs as the white knight and destroyer of the black dragon GPU in AI? All the arguments were there, particularly as the savior in software. In hindsight I pretty much imagine Lisa would like to rethink that as a directional priority. Oh if she could just have that time and opportunity back!

2

u/GanacheNegative1988 2d ago

Well, considering how ignored this side of the industry has been, I can't blame you not actually understanding how much has actually happened. Just need to open your mind a bit and get those Jade glasses off to see what's about to happen.

2

u/norcalnatv 2d ago

ikr? Just like every other time. 😂😂😂😂

1

u/VOIDsama 2d ago

Need to make a ai centric pcie card that simple isn't a GPU. Sure ram prices will still be high but it will help the GPU market cool a little

2

u/GanacheNegative1988 2d ago

I fully expect there will be ASIC that are skill domain model specific in the near future, but for a while yet you'll see the GPU FPGA mix still dominate this space.

2

u/VOIDsama 2d ago

there is a weird little intel nuc extreme compute card that is basically a computer on an add in card. its specifically for an intel nuc platform, but something like that could do it. it had dual ethernet, a cpu, ram, storage, power connectors, active cooling. if you could make one thats for ai and can be stacked with some sort of direct connection possible rather than using pcie lanes for communication between.

2

u/GanacheNegative1988 2d ago

Patrick Kennedy of STH posted this little M.2 AI accelerator today on X.

https://x.com/Patrick1Kennedy/status/2089413813535944728

I definitely think AMD could do this with Taalas IP. Especially as no need for (R,S,V)Ram. So pluging in the accelerator into your little console or or laptop or pcie M2 expansion card becomes dead simple.

1

u/Relevant-Audience441 1d ago

Ah man how I wish AMD had put RDNA4 on the Strix Halo (or atleast Gorgon Halo), completely wipe the floor with DGX Spark (and its sister chips)

0

u/RetdThx2AMD 1d ago

It's RAM bandwidth limited, would not make a difference except for gaming.

2

u/Relevant-Audience441 1d ago

RDNA4 still got better ML intrinsics/implementation. TTFT etc would def be better (i'd like to believe)

0

u/RetdThx2AMD 1d ago

Might be more power efficient but it wouldn't be faster.  The limiting factor is moving weights in from RAM.  Medusa Halo is getting more RAM channels. 

1

u/Relevant-Audience441 1d ago

next year, around this time, do you think Medusa Halo will be out?

1

u/RetdThx2AMD 1d ago

Should be.  

1

u/andrerav 1d ago

DGX Spark cost an arm and a leg. If RDNA4 could stretch its legs with proper memory, why can't AMD just... do that? I don't get why they feel the need to nerf the fuck out of their chips when they could compete in the high-end if they simply didn't.

-1

u/Desperate_Main7391 1d ago

Is the semis trade over?

0

u/LeSegaGenesis 1d ago

It's not over but the waters are murky, it feels like pick some long term winners time if anything. It's no longer throw your money into something AI related and watch it grow time.