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For most purposes, this seems reasonable? This looks like a single-height card, so fitting four of these in a workstation or server would give 512 GB RAM and 2 TB/s total bandwidth. That's pretty attractive for a lot of current LLMs, even if one wishes for 1 TB capacity at 5 TB/s bandwidth.
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If you are going down this path, MI350P and RTX PRO 6000 Blackwell is what you would want. A lot more compute a lot more vram bandwidth.
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> A lot more compute a lot more vram bandwidth.

But this gives you significantly more memory capacity for a compute/vram bandwidth tradeoff (i.e. arithmetic intensity) that's ultimately comparable to Blackwell, perhaps even more skewed towards compute. This seems good if you care about being able to store larger sparse models and more KV caches because that ultimately bottlenecks your ability to do inference.

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Maybe. I don't know power for the MI350, but the RTX PRO 6000 is normally a 200-300W card, so you pay 2x the power for 3/4th the RAM and 3x the bandwidth. The performance frontier looks very different in terms of power to hold a mid-size model and throughout per user or across users. Price and inference stack would be big factors in what I would choose.
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MI350P, H200 NVL and Nvidia RTX PRO 6000 are all 600W but compute wise all of them should be 3 to 4 times more performant than A100 Ultra according to their specifications.

https://www.servethehome.com/the-amd-instinct-mi350p-is-a-hb...

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600w is way off the vf curve though... Tiny bit of tuning and you'll get ~80-90% of the performance at ~150w nominal. At least that's what I got out of some pro 6000s when I spent 15 mins to underclock it.
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But there are already plenty of products for most purposes.
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> I would think players would like to bring something new to the table instead of bringing what was okay two years ago or so.

Speaking of... from [0]:

  Introducing Qualcomm Cloud AI 100 Ultra
  High performance and cost-optimized cloud AI inferencing for generative AI
  Written by
  Rashid Attar
  Nov 13, 2023

  Today we announce the Qualcomm Cloud AI 100 Ultra, a new member of our portfolio of cloud artificial intelligence (AI) Inference cards, purpose-built for generative AI and large language models (LLMs). ...

[0] <https://www.qualcomm.com/news/onq/2023/11/introducing-qualco...>
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5 year old GPUs are still at crazy prices.

Plenty of businesses want in local inference and are priced out.

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You can't do quality inference on such a toy. It's a myth.
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A great opportunity for huawei

Nobody helps China like American corps helps China. Domestic anticompetitive behavior spurs demand for international competition

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What exactly do you propose they do? Do you think they are holding back supply? Should they sell at less than market price? That's just handing the profits to scalpers/middle men.

I'm sure NVIDIA, AMD, Intel, Qualcomm, etc. would sell more hardware if they could, but they can't.

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This is all the CPU companies playing catch up with Nvidia and AMD.

The thing you are describing is much closer to AMD and Nvidia latest generation server offerings.

See MI455X for the absolute cutting edge and MI350P for something you can use outside of a datacenter.

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8 of those cards give you 1TB of ram and 4.4TB/s
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It may be a semantic thing but I don't think bandwidth pooling works like that? Unless your blocks are distributed perfectly between cards there's going to be data passed between each card and from VRAM to compute. Correct me if I'm wrong though
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I think the way it works is that the weights have to get streamed through the compute and the weights can be split very easily. With multiple cards you do have a coordination/communication phase after each layer of weights but that's usually much less significant than the compute phase.
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It depends on how you slice the weights. You can split along layers which means each GPU waits for the previous one to finish or you can split the tensors across gpus.

Splitting the tensors is closer to n times the effective vram bandwidth but there are still overhead, sync waits, and reduce steps that eat away at the overall performance.

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