• btown 8 hours ago

    I've often thought that one of the places AMD could distinguish itself from NVIDIA is bringing significantly higher amounts of VRAM (or memory systems that are as performant as what we currently know as VRAM) to the consumer space.

    A card with a fraction of the FLOPS of cutting-edge graphics cards (and ideally proportionally less power consumption), but with 64-128GB VRAM-equivalent, would be a gamechanger for letting people experiment with large multi-modal models, and seriously incentivize researchers to build the next generation of tensor abstraction libraries for both CUDA and ROCm/HIP. And for gaming, you could break new grounds on high-resolution textures. AMD would be back in the game.

    Of course, if it's not real VRAM, it needs to be at least somewhat close on the latency and bandwidth front, so let's pop on over and see what's happening in this article...

    > An Infinity Cache hit has a load-to-use latency of over 140 ns. Even DRAM on the AMD Ryzen 9 7950X3D shows less latency. Missing Infinity Cache of course drives latency up even higher, to a staggering 227 ns. HBM stands for High Bandwidth Memory, not low latency memory, and it shows.

    Welp. Guess my wish isn't coming true today.

    • enragedcacti 7 hours ago

      > Of course, if it's not real VRAM, it needs to be at least somewhat close on the latency and bandwidth front

      It is close to VRAM*, just not close to DRAM on a conventionally designed CPU. This thing is effectively just a GPU that fits in a CPU slot and has CPU cores bolted to the side. This approach has the downside of worse CPU performance and the upsides of orders of magnitude faster CPU<->GPU communication, simpler programming since coherency is handled for you, and access to substantial amounts of high bandwidth memory (up to 512GB with 4 MI300As).

      * https://chipsandcheese.com/p/microbenchmarking-nvidias-rtx-4...

      • rbanffy 3 hours ago

        I was curious because given the latencies between the CCXs, the number of NUMA domains seems small.

      • mpercival531 7 hours ago

        They are. Strix Halo is going after that same space of Apple M4 Pro/Max where it is currently unchallenged. Pairing it with two 64GB LPCAMM2 modules will get you there.

        Edit: The problem with AMD is less the hardware offerings, but more that their compute software stack historically tends to handwave or be very slow with consumer GPU support — even more so with their APUs. Maybe the advent of MI300A will change the equation, maybe not.

        • lhl 5 hours ago

          I don't know of any non-soldered memory Strix Halo devices, but both HP and Asus have announced 128GB SKUs (availability unknown).

          For LLM inference, basically everything works w/ ROCm on RDNA3 now (well, Flash Attention is via Triton and doesn't have support for SWA and some other stuff; also I mostly test on Linux, although I did check that the new WSL2 support works). I've tested some older APUs w/ basic benchmarking as well. Notes here for those interested: https://llm-tracker.info/howto/AMD-GPUs

          • UncleOxidant 5 hours ago

            Thanks for that link. I'm interested in either getting the HP Mini Z1 G1a or an NVidia Digits for LLM experimentation. The obvious advantage for the Digits is the CUDA ecosystem is much more tried & true for that kind of thing. But the disadvantage is trying to use it as a replacement for my current PC as well as the fact that it's going to run an already old version of Ubuntu (22.04) and you're dependent on Nvidia for updates.

            • lhl 5 hours ago

              Yeah, I think anyone w/ old Jetsons knows what it's like to be left high and dry by Nvidia's embedded software support. Older models are basically just ewaste. Since the Digits won't be out until May, I guess there's enough time to wait and see - at least to get a sense of what the actual specs are. I have a feeling the FP16 TFLOPS and the MBW are going to be much lower than what people have been hyping themselves up for.

              Sadly, my feeling is that the big Strix Halo SKUs (which have no scheduled release dates) aren't going to be competitively priced (they're likely to be at a big FLOPS/real-world performance disadvantage, and there's still the PITA factor), but there is something appealing about about the do-it-all aspect of it.

              • rbanffy 2 hours ago

                DIGITS looks like a serious attempt, but they don’t have too much of an incentive to have people developing for older hardware. I wouldn’t expect them to supor it for more than five years. At least the underlying Ubuntu will last more than that and provide a viable work environment far beyond the time it gets really boring.

                • UncleOxidant an hour ago

                  If only they could get their changes upstreamed to Ubuntu (and possible kernel mods upstreamed), then we wouldn't have to worry about it.

                  • rbanffy 40 minutes ago

                    Getting their kernel mods upstreamed is very unlikely, but they might provide just enough you can build a new kernel with the same major version number.

              • KeplerBoy 3 hours ago

                Who said anything about Ubuntu 22.04? I mean sure that's the newest release current jetpack comes with, but I'd be surprised if they shipped digits with that.

                • rbanffy 3 hours ago

                  Doesn’t DGX OS use the latest LTS version? Current should be 24.04.

                  • KeplerBoy 2 hours ago

                    I wouldn't know. I only work with workstation or jetson stuff.

                    The DGX documentation and downloads aren't public afaik.

                    Edit: Nevermind, some information about DGX is public and they really are on 22.04, but oh well, the deep learning stack is guaranteed to run.

                    https://docs.nvidia.com/base-os/too

          • Fade_Dance 7 hours ago

            Assuming we are comparing chips that are using the latest generation/high density memory modules, a wider bus width is required for larger memory counts, which is expensive when it comes to silicon area. Therefore, if AMD is willing to boost up memory count as a competitive advantage, they may as well also consider using that die space for more logic gates as well. It's a set of trade-offs and an optimization problem to some degree.

            That said, when an incumbent has a leadership advantage, one of the obvious ways to boost profit is to slash the memory bus width, and then a competitor can come in and bring it up a bit and have a competitive offering. The industry has certainly seen this pattern many times. But as far as AMD coming in and using gigantic memory counts as a competitive advantage? You have to keep in mind the die space constraints.

            Well over a decade ago - I think it was R600 - AMD did take this approach, and it was fairly disastrous because the logic performance of the chip wasn't good enough while the die was too big and hot and yields were too low. They didn't strike the right balance and sacrificed too much for a 512-bit memory bus.

            AMD has also tried to sidestep some of these limitations with HBM back when it was new technology, but that didn't work out for them either. They actually would have been better off just increasing bus width and continuing to use the most optimized and cost efficient commodity memory chips in that case.

            Data center and such may have a bit more freedom for innovation but the consumer space is definitely stuck on the paradigm of GPU plus nearby mem chips, and going outside of that fence is a huge latency hit.

            • Dylan16807 4 minutes ago

              > a wider bus width is required for larger memory counts

              Most video cards wire up 32 data pins to each memory chip. But GDDR chips already have full support for running 16 pins to each chip. And DDR commonly goes down to 4 data pins per chip.

              The latest GDDR chips are 24Gbit, and at 16 bits each you could fit 48GB onto a nice easy 256 bit bus.

              • amluto 6 hours ago

                > a wider bus width is required for larger memory counts, which is expensive when it comes to silicon area

                I find this constraint to be rather odd. An extra, say, three address bits would add very little space (or latency in a serial protocol) to a memory bus, and the actual problem seems to be that the current generation of memory chips are intended for point-to-point connection.

                It seems to me that, if the memory vendors aren’t building physically larger, higher capacity chips, then any of the major players (AMD, Nvidia, Intel, whoever else is in this field right now) could kludge around it with a multiplexer. A multiplexer would need to be somewhat large, but its job would be simple enough that it should be doable with an older, cheaper process and without using entirely unreasonable amounts of power.

                So my assumption is this is mostly an economic issue. The vendors don’t think it’s worthwhile to do this.

                • sroussey 5 hours ago

                  Bus width they are talking about are multiples of 128. I think Apple m series chips are good examples. They go from 128 to 256 to 512 bits which just happens to be roughly about the megabytes per second bandwidth.

                  • formerly_proven an hour ago

                    GDDR has been point-to-point since... I dunno, probably 2000? Because cet par you can't really have an actual bus when you chase maximum bandwidth. Even the double-sided layouts (like T-layout, with <2mm stubs) typically incur a reduction in data rate. These also dissipate a fair amount of heat, you're looking at around 5-8 W per chip (~6 pJ/bit), it's not like you can just stack a bunch of those dies.

                    > A multiplexer would need to be somewhat large, but its job would be simple enough that it should be doable with an older, cheaper process and without using entirely unreasonable amounts of power.

                    I don't know what you're basing that on. We're talking about 32 Gbps serdes here. Yes, there's multiplexers even for that. But what good is deciding which memory chip you want to use on boot-up?

                • therealpygon 6 hours ago

                  I wholeheartedly agree. Nvidia is intentionally suppressing the amount of memory on their consumer GPUs to prevent data centers from using consumer cards rather than their far more expensive counterparts. The fact that they used to offer the 3060 with 12GB, but have now pushed the pricing higher and limited many cards to 8GB is a testament to the fact they are. I don’t need giga-TOPS with 8-16gb of memory, I’d be perfectly happy with half that speed but with 64gb of memory or more. Even slower memory would be fine. I don’t need 1000t/s, but being able to load a reasonable intelligent model even at 50t/s would be great.

                  • lhl 5 hours ago

                    Getting to 50 tok/s for a big model requires not just memory, but also memory bandwidth. Currently, 1TB/s of MBW will get a 70B Q4 (~40GB) model to about 20-25 tok/s. The good thing is models continue to get smarter - today's 20-30B models beat out last years 70B models on most tasks and the biggest open models like DeepSeek-v3 might have lots of weights, but actually a relatively reasonable # of activations/pass.

                    You can test out your half the speed but w/ 64GB or more of memory w/ the latest Macs, AMD Strix Halo, or the upcoming Nvidia Digits, though. I suspect by the middle of the year there will be a bunch of options in the ~$3K range. Personally, I think I'd rather go for 2 x 5090s for 64GB of memory at 1.7TB/s than 96 or 128GB w/ only 250GB/s of MBW.

                    • sroussey 5 hours ago

                      A Mac with that memory will have closer to 500GB/s but your point still stands.

                      That said, if you just want to play around, having more memory will let you do more interesting things. I’d rather have that option over speed since I won’t be doing production inference serving on my laptop.

                      • lhl 5 hours ago

                        Yeah, the M4 Max actually has pretty decent MBW - 546 GB/s (cheapest config is $4.7K on a 14" MBP atm, but maybe there will be a Mac Studio at some point). The big weakness for the Mac is actually the lack of TFLOPS on the GPU - the beefiest maxes out at ~34 FP16 TFLOPS. It makes a lot of use cases super painful, since prefill/prompt processing can take minutes before token generation starts.

                  • pkroll 8 hours ago

                    You're not the only one thinking that: https://www.nvidia.com/en-us/project-digits/

                    128G of unified memory. $3K. Throw ollama and ComfyUI on that sucker and things could get interesting. The question is how much slower than a 5090, is this gonna be? The memory bandwidth isn't going to match a 512 bit bus.

                    • KeplerBoy 3 hours ago

                      It's going to be waaay slower than a 5090. We're looking at something like 60W TDP for the entire system vs 600W for a 5090 GPU.

                      It's going to be very energy efficient, it will get plenty of flops, but they won't be able to cheat physics.

                      • manojlds 4 hours ago

                        It's LPDDR5.

                        • lostmsu 7 hours ago

                          AFAIK this uses even slower memory.

                          • sroussey 5 hours ago

                            And a fraction of the 5090 cores.

                        • SecretDreams 6 hours ago

                          If, by the grace of tech Jesus, amd gave us such systems at volumes Nvidia would notice, Nvidia would simply then do the same but with a better ecosystem.

                          The biggest problem for AMD is not that the majority of people want to use AMD. It is that the majority of people want AMD to be more competitive so that Nvidia will be forced to drop prices so that people can afford Nvidia products.

                          Until this pattern changes, AMD has a big uphill battle. Same for Intel, except Intel is at least seemingly doing great gen/gen improvements in mid/low range consumer GPUs and bringing healthy vram along for the ride.

                          • llm_trw 2 hours ago

                            The same could ba said for CPUs from Intel and AMD 5 years ago. Now people, myself included, buy AMD because it is simply the better choice.

                            • holoduke 2 hours ago

                              It can change quickly. Great example is the short domination of the ati 9700 that crushed nvidia for a short while.

                            • 0934u934y9g 6 hours ago

                              The problem with only providing VRAM is that some AI things like real time audio processing under preform significantly because it does not have the equivalent of tensor cores to keep up. There are LLM's that won't run for the same reason. You will have more than enough VRAM but not enough tensor cores. AMD isn't able to compete.

                              • formerly_proven 8 hours ago

                                Totally normal latencies for a GPU though.

                              • mk_stjames 7 hours ago

                                So the 300A is an accelerator coupled with a full 24-core EPYC and 128GB of HBM all on a single chip (or, packaged chiplets, whatever).

                                Why is it I can't buy a single one of these, on a motherboard, in a workstation format case, to use as an insane workstation? Assuming you could program for the accelerator part, there is an entire world of x86-fixed CAD, engineering, and entertainment industry (rendering, etc) where people want a single, desktop machine with 128GB + of fast ram to number crunch.

                                There are Blender artists out there that build dual and quad RTX4090 machines with Threadrippers for $20k+ in components all day, because their render jobs pay for it.

                                There are engineering companies that would not bat an eye at dropping $30k on a workstation if it mean they could spin around 80 gigabyte CATIA models of cars or aircraft loaded in RAM quicker. I know this at least because I sure as hell did with with several HP Z-series machines costing whole-Toyota-Corolla prices over the years...

                                But these combined APU chips are relegated to these server units. In the end is this a driver problem? Just a software problem? A chicken and egg problem where no one is developing the support because there isn't the hardware on the market, and there isn't the hardware on the market because AMD thinks there is no use case?

                                Edit: and note my use cases mentioned don't rely on latency, really, like videogamers need to hit framerates. The cache miss latency mentioned in the article doesn't matter as much for these type of compute applications where the main problems are just loading and unloading the massive amount of data. Things like offline renders and post-processing CFD simulations. Not necessarily a video output framerate.

                                • latchkey 6 hours ago

                                  (I run a company that buys MI300x.)

                                  > Why is it I can't buy a single one of these, on a motherboard, in a workstation format case, to use as an insane workstation?

                                  AMD doesn't have the resources to support end users for something like this. They are a public company, look at their spend. They are pouring everything they've got into trying to keep up with the Nvidia release cycle for AI chips.

                                  These chips are cutting edge, they are not perfect. They are still working through the hardware and software issues. It is hard enough to deal with all the public opinion on things as it is. Why would they add another layer of potential abuse?

                                • erulabs 11 minutes ago

                                  its interesting that two simultaneous and contradictory views are held by AI engineers:

                                  - Software is over

                                  - An impenetrable software moat protects Nvidia's market capitalization

                                  • ChuckMcM an hour ago

                                    That is quite a thing. I've been out of the 'design loop' for chips like this for a while so I don't know if they still do full chip simulations prior to tapeout but woah trying to simulate that thing would take quite the compute complex in itself. Hat's off to AMD for getting it out the door.

                                    • amelius 8 hours ago

                                      I'm curious why this space hasn't been patented to death.

                                      • hedora 8 hours ago

                                        It has been. All sides have a pile of patents. All sides violate all the other sides’ patents. If anyone sues, everyone goes out of business.

                                        This is the system working as currently intended. No matter what happens, the lawyers get will rich.

                                        If a small company comes in and doesn’t pay the lawyers, it’ll get sued for violating the patents.

                                        • yvdriess 7 hours ago

                                          Yep, it's an area denial weapon.

                                          You basically cannot do anything worthwhile in this space without violating someone's patents. It's beneficial patent and corporate lawyers, but it's detrimental to innovation. As an engineer you are asked to not look up existing techniques or designs as this will taint you legally.

                                          • kmeisthax 6 hours ago

                                            "Tainting" isn't a thing in patent law. All engineers worldwide are tainted the moment the patent is published; that's why parallel reinvention is not a defense to patent infringement.

                                            • lhl 5 hours ago

                                              But you pay triple damages if you knowingly vs unknowingly violate a patent (35 U.S.C. § 284). Of course, everything is patented, so, engineers are just told to not read patents.

                                          • amelius 6 hours ago

                                            > If a small company comes in and doesn’t pay the lawyers, it’ll get sued for violating the patents.

                                            This assumes the small company isn't just in it for the patents.

                                            • WithinReason 4 hours ago

                                              Mutually assured destruction

                                              • amelius 4 hours ago

                                                Where do patent-trolls fit in this analogy?

                                          • neuroelectron 8 hours ago

                                            >Still, core to core transfers are very rare in practice. I consider core to core latency test results to be just about irrelevant to application performance. I’m only showing test results here to explain the system topology.

                                            How exactly are "applications" developed for this? Or is that all proprietary knowledge? TinyBox has resorted to writing their own drivers for 7900 XTX

                                            • latchkey 5 hours ago

                                              ROCm is the stack that people write code against to talk to AMD hardware.

                                              George wrote some incomplete non-perfomant drivers for a consumer grade product. Certainly not an easy task, but it also isn't something that most people would use. George just makes loud noises to get attention, but few in the HPC industry pay any attention to him.

                                              • neuroelectron 3 hours ago

                                                Yes ROCm is for the GPU, but the MI300A also includes 4 clusters of cpus connected by an infinity fabric. Generally this kind of thing is handled by the OS but there is no OS for this product.

                                              • tucnak 4 hours ago

                                                Nobody cares what HPC industry has to say; until recently, they have happily been jerking off Monte-Carlo simulations on overpriced nation-grade supercomputer NUMA clusters and didn't know what a "GPU" was anyway! Also please stop spreading "consumer grade product" propaganda. I had used AMD Instinct MI50's—supposedly datacenter-grade hardware, and have faced the exact same problems as George. Except in my case there was no call-line at Lisa's.

                                                Guess what, the AI industry has spoken: hyper-scalers would buy NVIDIA, or rather design their own silicon. Any thing, any how, but nothing to do with AMD.

                                                Also: if your business is doing so great, how come you're constantly in all these Hacker News threads talking and talking and talking but not actually releasing products of any kind, of any bread, that any of the hackers on here could use?

                                                • latchkey 4 hours ago

                                                  > but not actually releasing products of any kind, of any bread, that any of the hackers on here could use?

                                                  Our "product" is open access to a very specific type of HPC compute that previously was locked up and only available to a short list of researchers.

                                                  Thanks for asking, we just added 1 GPU / 1 minute docker container access through our excellent partners: https://shadeform.ai

                                                  1 GPU / 1 VM / 1 minute is coming soon.

                                                  • tucnak 4 hours ago

                                                    From the looks of it, YOU ARE the product. That is, manufacturing optics of a "partner" and "distributer" ecosystem for AMD. And on borrowed time, too.

                                                    • latchkey 4 hours ago

                                                      > From the looks of it, YOU ARE the product.

                                                      Sweet, thanks! That's at least part of what a CEO is supposed to be.

                                                      • tucnak 2 hours ago

                                                        Please don't be salty; the only person here who may embarrass you is yourself. I'm happy that you like to think about yourself as CEO, but perhaps it's worth reflecting you may be doing a better job if you had spent less time on Hacker News, and more time figuring out how to get Hacker News excited about your product? So far you have pledged allegiance to AMD every chance you got, and spun tall tales of great capability, with not much to show for it besides "partners." You know nobody has trained a thing with your GPU's yet? That would be a great place to start for a CEO. To make something people would use. To justify it to us; as AMD themselves have clearly justified your existence there's no work there!

                                                        It's just tough words from a nobody, don't worry you'll be fine!

                                          • behnamoh 5 hours ago

                                            AMD is done, no one uses their GPUs for AI because AMD were too dumb to understand the value of software lock-in like Nvidia did with CUDA.

                                            • guywhocodes 4 hours ago

                                              More like the value of drivers that doesn't require one in-house team per customer to "fix" driver crashes in the customers' particular workloads.

                                              • numpy-thagoras 2 hours ago

                                                Yeah, the labour involved in running non Nvidia equipment is the elephant in the room.

                                                Nvidia GPU: spin up OS, run your sims or load your LLM, gather results.

                                                AMD GPU: spin up OS, grok driver fixes, try and run your sims, grok more driver fixes, can't even gather results until you can verify software correctness of your fixes. Yeah, sometimes you need someone with specialized knowledge of numerical methods to help tune your fixes.

                                                ... What kind of maddening workflows are these? It's literally negative work: you are busy, you barely get anywhere, and you end up having to do more.

                                                In light of that, the Nvidia tax doesn't look so bad.