> The customers at the national labs are not going to be sharing custom HPC code with AMD engineers, if for no other reason than security clearances. Nuclear stockpile modeling code, or materials science simulations are not being shared with some SWE at AMD. AMD is not “removing jank”, for these customers.

I work closely with OLCF and Frontier (I have a job running on Frontier right now). This is incorrect. The overwhelming majority of compute and resource allocation are not "nuclear stockpile modeling code" projects or anything close to it. AMD often gets directly involved with various issues (OLCF staff has plenty of stories about this). I know because I've spoken with them and AMD.

Speaking of Frontier, you get fun things like compiling an AWS project just to get RCCL to kind of work decently with Slingshot interconnect via libfabric[0] vs NCCL that "just works", largely due to Nvidia's foresight with their acquisition of Mellanox over five years ago.

> Let’s not pretend like CUDA works/has always worked out of the box.

It is and has been miles beyond the competition and that's clearly all you need. Nvidia has > 90% market share and is worth ~10x AMD. 17 years of focus and investment (30% of their R&D spend is software) when your competitors are wandering all over the place in fits and starts will do that. I'm also of the personal opinion that AMD just doesn't have software in their DNA and don't seem to understand that people don't want GPUs, they want solutions that happen to work best on GPUs and that entails broad and significant investment in the accompanying software stacks.

AMD has truly excellent hardware that is significantly limited by their lack of investment in software.

> There’s forced obsolescence (“CUDA compute capability”).

Compute capability is why code targeting a given lineage of hardware just works. You can target 8.0 (for example) and as long as your hardware is 8.0 it will run on anything with Nvidia stamped on it from laptop to Jetson to datacenter and the higher-level software doesn't know the difference (less VRAM, which is what it is). Throw in "+PTX" when building and it will run on anything up too (albeit not taking full advantage of new hardware). With official support, without setting various environment variable and compiler hacks to end up with code that often randomly crashes (I know from personal experience). It is extremely common for projects to target SM 7.x, 8.x and 9.x. The stack just figures it out from there.

This is the PTX intermediary available with CUDA and the driver that makes this possible, where in AMD land you have some pretty drastic differences within CDNA or RDNA families not to mention CDNA vs RDNA in the first place.

IMO it's an elegant solution that works and makes it simple, even more so than CPUs (AVX, etc). How would you suggest they divide something like eight year old Pascal vs Blackwell? In terms of obsolescence, Pascal is a great example - it's supported by up to and including latest drivers, CUDA 12, and everything in their frameworks support matrix[1] of which AMD doesn't have an equivalent. Like we saw with CUDA 11, CUDA 12 will be supported by major projects for years, resulting in at least a decade of support for Pascal. Please show me an AMD GPU with even eight years of support. Back to focus, ROCm isn't even that old and AMD is infamous for removing support for GPUs, often within five years if not less.

> CUDA didn’t even have backwards compatibility for minor releases (.1,.2, etc.) until version 11.0.

Yes but they have it and CUDA 11 is four years old. They also do nice things like when they added Hopper support in 11.7 so on the day of release it "just worked" with whatever you were already running (PTX again). Same for their consumer GPUs, it "just works" the day of release. AMD took over a year to officially support their current flagship desktop GPU (7900 XTX) and even that is dicey in practice due to CDNA vs RDNA. Even when they did they were doing bizarre things like supporting Python 3.10 with ROCm 5.7 docker containers and Python 3.9 in ROCm 6 docker containers for the first few months.

Python 3.10 is pretty much the de-facto standard for these stacks, cue my surprise when I was excited for ROCm 6 only to find out Python code with popular projects was blowing up all over the place because 3.9. It just screams "we don't get this".

> The distinction between CUDA, CUDA toolkit, CUDNN, and the actual driver is still inscrutable to many new devs (see the common questions asked on r/localLlama and r/StableDiffusion).

Yes, and AMD has direct equivalents that are even less clear. The reddit communities you mention are not the best examples (I would not call those users "devs"). Even so, look at any post of someone coming along asking what hardware to buy. The responses are overwhelmingly "AMD is a world of pain, if you want for it to just work buy Nvidia". IMO the only "AMD is fine, don't believe the FUD" responses are an effect of the cult-like "team red vs team green" bleeding over from hobbyist/gamer subs on Reddit because it's just not accurate. I don't know a single dev or professional in the space (who's livelihood depends on it) who agrees.

They will also often point out that due to significantly better software AMD hardware is often bested by previous generation Nvidia hardware with dramatically inferior paper specs [2]. I like to say that AMD is at the "get it to work" stage while Nvidia and the broader CUDA ecosystem has been at the "squeeze every last penny out of it" stage for many years.

> And you have been able to run real DL workloads on budget laptop cards since 5.4 (I’ve done so personally).

Depends on what you mean by "real DL workloads". Vanilla torch? Yes. Then start looking at flash attention, triton, xformers, and production inference workloads...

> Developer support is improving (arguably too slowly), but it’s improving.

Generally agree but back to focus and discipline it's a shame that it took a massive "AI" goldrush over the past ~18 months for them to finally take it vaguely seriously. Now you throw in the fact that Nvidia has absurdly more resources, their 30% R&D spend on software is going to continue to rocket CUDA ahead of ROCm.

For Frontier and elsewhere I really want AMD to succeed, I just don't think it does them (or anyone) any favors by pretending that all is fine in ROCm land.

[0] - https://www.olcf.ornl.gov/wp-content/uploads/OLCF_AI_Trainin...

[1] - https://docs.nvidia.com/deeplearning/frameworks/support-matr...

[2] - https://www.reddit.com/r/LocalLLaMA/comments/191srof/amd_rad...