04/29/2025, 12:24 PM UTC
AMD的新紧迫感：MI450X，击败NVIDIA的机会，以及NVIDIA的新壁垒AMD's New Sense of Urgency: MI450X, Chance to Beat NVIDIA, and NVIDIA's New Moat
➀ AMD在追赶NCCL方面面临挑战，需要至少1,024个MI300级GPU的专用持久集群。
➁ AMD的RCCL库是Nvidia NCCL的分支，需要大量工程时间来同步Nvidia的重大重构。
➂ AMD计划从头开始重写RCCL，以停止成为NCCL的分支。
➃ NVIDIA的NCCL继续通过新功能和性能改进而发展。
➄ AMD在软件基础设施方面取得了一些进展，但在ML库方面落后。
➅ AMD缺乏对像解耦预填充和NVMe KV缓存分层这样的功能的支持。
➆ 对AMD和NVIDIA提出了建议，以改善他们的竞争地位。
➀ AMD is facing challenges in catching up with NCCL and needs exclusive access to a persistent cluster of at least 1,024 MI300 class GPUs.
➁ AMD's RCCL library is a fork of Nvidia's NCCL and requires significant engineering hours to sync with Nvidia's major refactor.
➂ AMD is planning to rewrite RCCL from scratch to stop being a fork of NCCL.
➃ NVIDIA's NCCL continues to advance with new features and performance improvements.
➄ AMD has made progress in software infrastructure but is falling behind in ML libraries.
➅ AMD lacks support for features like disaggregated prefill and NVMe KV Cache Tiering.
➆ Recommendations are made to both AMD and NVIDIA for improving their competitive positions.
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