https://semianalysis.com/2024/12/22/mi300x-vs-h100-vs-h200-benchmark-part-1-training/#h100h200mi300x-networking-bom-analysis-and-performance-per-tco Semianalysis releases great reports - check then out. AMD has good hardware - poor software and adoption by open source. If they fix this - their GPUs can offer comparable performance at a cheaper price (note it might be more expensive to produce ie lower gross profit, so don’t expect earnings to shoot up Like Nvidia but revenue can increase) Looks positive for the company in long horizon!