AMD's AI Future Is Rack Scale 'Helios'

(morethanmoore.substack.com)

128 points | by rbanffy 1 day ago

13 comments

  • Minks 15 hours ago
    ROCm really is hit or miss depending on the use case.

    Plus their consumer card support is questionable to say the least. I really wish it was a viable alternative, but swapping to CUDA really saved me some headaches and a ton or time.

    Having to run MiOpen benchmarks for HIP can take forever.

    • m_mueller 13 hours ago
      Exactly the same has been said over and over again, ever since CUDA took off for scientific computing around 2010. I don’t really understand why 15 years later AMD still hasn’t been able to copy the recipy, and frankly it may be too late now with all that mindshare in NVIDIA’s software stack.
      • bayindirh 9 hours ago
        Just remember that 4 of the top 10 Top500 systems run on AMD Instinct cards, based on the latest June 2025 list announced at ISC Hamburg.

        NVIDIA has a moat for smaller systems, but that is not true for clusters.

        As long as you have a team to work with the hardware you have, performance beats mindshare.

        • aseipp 6 hours ago
          The Top500 is an irrelevant comparison; of course AMD is going to give direct support to single institutions that give them hundreds of millions of dollars and help make their products work acceptably. They would be dead if they didn't. Nvidia also does the same thing to their major clients, and yet they still make their products actually work day 1 on consumer products, too.

          Nvidia of course has a shitload more money, and they've been doing this for longer, but that's just life.

          > smaller systems

          El Capitan is estimated to cost around $700 million or something with like 50k deployed MI300 GPUs. xAI's Colossus cluster alone is estimated to be north of $2 billion with over 100k GPUs, and that's one of ~dozens of deployed clusters Nvidia has developed in the past 5 years. AI is a vastly bigger market in every dimension, from profits to deployments.

        • wmf 8 hours ago
          HPC has probably been holding AMD back from the much larger AI market.
        • pjmlp 8 hours ago
          Custom builds with top paid employees to make the customer happy.
          • bayindirh 7 hours ago
            What do you mean?
            • pjmlp 5 hours ago
              Besides sibling comment, HPC labs are the kind of customers that get hardware companies to fly in engineers when there is a problem bringing down the compute cluster.
            • convolvatron 7 hours ago
              presumably that in HPC you can dump enough money into individual users to make the platform useful in a way that is impossible in a more horizontal market. in HPC it used to be fairly common to get one of only 5 machines with processor architecture that had never existed before, dump a bunch of energy into making it work for you, and then throw it all out in 6 years.
      • bigyabai 11 hours ago
        It's just not easy. Even if AMD was willing to invest in the required software, they would need a competitive GPU architecture to make the most of it. It's a lot easier to split 'cheap raster' and 'cheap inference' into two products, despite Nvidia's success.
  • alecco 16 hours ago
    Jensen knows what he is doing with the CUDA stack and workstations. AMD needs to beat that more than thinking about bigger hardware. Most people are not going to risk years learning an arcane stack for an architecture that is used by less than 10% of the GPGPU market.
    • hyperbovine 13 hours ago
      I'm willing to bet almost nobody you know calls the CUDA API directly. What AMD needs to focus on is getting the ROCm backend going for XLA and PyTorch. That would unlock a big slice of the market right there.

      They should also be dropping free AMD GPUs off helicopters, as Nvidia did a decade or so ago, in order to build up an academic userbase. Academia is getting totally squeezed by industry when it comes to AI compute. We're mostly running on hardware that's 2 or 3 generations out of date. If AMD came with a well supported GPU that cost half what an A100 sells for, voila you'd have cohort after cohort of grad students training models on AMD and then taking that know-how into industry.

      • bwfan123 10 hours ago
        Indeed. the user-facing software stack componentry - pytorch and jax/xla - are owned by meta, and google and open sourced. Further, the open-source models (llama/deepseek) are largely hw agnostic. There is really no user or eco-system lock-in. Also, clouds are highly incentivized to have multiple hardware alternatives.
      • aseipp 6 hours ago
        There already is ROCm support for PyTorch. Then there's stuff like this: https://semianalysis.com/2024/12/22/mi300x-vs-h100-vs-h200-b...

        They have improved since that article, by a decent amount from my understanding. But by now, it isn't enough to have "a backend". The historical efforts have spoiled that narrative so badly that it won't be enough to just have a pytorch-rocm pypi package; some of that flak is unfair though not completely unsubstantiated. But frankly they need to deliver better software, across all their offerings, for multiple successive generations before the bad optics around their software stack will start fading. Their competitors are already on their next gen architecture since that article was written.

        You are correct that people don't really invoke CUDA APIs much, but that's partially because those APIs actually work and deliver good performance, so things can actually be built on top of them.

      • pjmlp 8 hours ago
        HN keeps forgetting game development and VFX exists.
        • hyperbovine 8 hours ago
          What fraction of Nvidia revenue comes from those applications?
          • pjmlp 5 hours ago
            Lets put it this way, they need graphics cards, and CUDA is now relatively common.

            For example OTOY OctaneRender, one of the key renders in Hollywood.

    • pjmlp 13 hours ago
      Additionally when people discuss CUDA they always think about C, ignoring that has been a C++ first since CUDA 3.0, also has Fortran surpport, and NVidia always embraced having multiple languages being able to play on PTX land as well.

      And as of 2025, there is a Python CUDA JIT DSL as well.

      Also, even if not the very latest version, the fact that CUDA SDK works on any consumer laptop with NVidia hardware, anyone can slowly get into CUDA, even if their hardware isn't that great.

    • rbanffy 14 hours ago
      Indeed. The stories I hear about software support for their entry-level hardware aren't great. Having a good on-ramp is essential.

      OTOH, by emphasizing datacenter hardware, they can cover a relatively small portfolio and maximize access to it via cloud providers.

      As much as I'd love to see an entry-level MI350-A workstation, that's not something that will likely happen.

    • cedws 12 hours ago
      At this point it looks to me like something is seriously broken internally at AMD resulting in their software stack being lacklustre. They’ve had a lot of time to talk to customers about their problems and spin up new teams, but as far as I’ve heard there’s been very little progress, despite the enormous incentives. I think Lisa Su is a great CEO but perhaps not shaking things up enough in the software department. She is from a hardware background after all.
      • bwfan123 10 hours ago
        There used to be a time when hw vendors begudgingly put out sample driver code which contained 1 file with 5000 lines of C code - which just about barely worked. The quality of software was not really a priority, as most of the revenue was from hw sales. That reflected in the quality of hires and incentive structures.
  • AlexanderDhoore 15 hours ago
    Can someone with more knowledge give me a software overview of what AMD is offering?

    Which SDKs do they offer that can do neural network inference and/or training? I'm just asking because I looked into this a while ago and felt a bit overwhelmed by the number of options. It feels like AMD is trying many things at the same time, and I’m not sure where they’re going with all of it.

  • numpad0 11 hours ago
    fyi: ROCm support status currently isn't crucial for casual AI users - standard proprietary AMD drivers include Vulkan API support going back ~10 years. It's slower, but llama.cpp supports it, and so do many oneclick automagic LLM apps like LM Studio.
  • Paradigma11 11 hours ago
    Don't call us, we will call you when that future is the present.
  • user____name 16 hours ago
    Is Bob Page leading the effort?
  • aetherspawn 19 hours ago
    I hear [“Atropos log, abandoning Helios”](https://returnal.fandom.com/wiki/Helios) and have an emotional reaction every time this comes up in the news.
  • kombine 20 hours ago
    If hope AMD can produce a chip that matches H100 in training workloads.
    • lhl 19 hours ago
      Last year I had issues using MI300X for training, and when it did work, was about 20-30% slower than H100, but I'm doing some OpenRLHF (transformers/DeepSpeed-based) DPO training atm w/ latest ROCm and PyTorch and it seems to be doing OK, roughly matching GPU-hour perf w/ an H200 for small ~12h runs.

      Note: previous testing I did was on a single (8x) MI300X node, currently I'm doing testing on just a single MI300X GPU, so not quite apples-to-apples, multi-GPU/multi-node training is still a question mark, just a single data point.

    • fooker 18 hours ago
      It gets even more jarring that H100 is about three years old now.
    • moralestapia 20 hours ago
      You mean a slower chip?

      Their MI300s already beat them, 400s coming soon.

      • Vvector 10 hours ago
        Chip speed isn't as important as good software
        • moralestapia 10 hours ago
          The software is the same, AMD is not doing its own LLMs.
          • jjice 10 hours ago
            I think the software they were referring to is CUDA and the developer experience around the nvidia stack.
            • moralestapia 9 hours ago
              ???

              Know any LLMs that are implemented in CUDA?

              • wmf 8 hours ago
                Ultimately all of them except Gemini.
                • moralestapia 8 hours ago
                  Wrong.

                  Show me one single CUDA kernel on Llama's source code.

                  (and that's a really easy one, if one knows a bit about it)

                  • rnrn 7 hours ago
                    removing comment since I regret attempting to engage in this thread
                    • moralestapia 7 hours ago
                      Wrong.

                      It is the same PyTorch whether it runs on an AMD or an NVIDIA GPU.

                      The exact same PyTorch, actually.

                      Are you're trying to suggest that the machine code that runs on the GPU is the one that is different?

                      If you knew a bit more, you would know that this is the case even between different generations of GPUs of the same vendor; making that argument completely absurd.

                      • rnrn 7 hours ago
                        removing comment since I regret attempting to engage in this thread
  • pjmlp 13 hours ago
    What really matters is how much of "Software++: ROCm 7 Released" can I use on a regular consumer laptop, like I can with CUDA.
  • halJordan 22 hours ago
    Honestly that was a hard read. I hope that guy gets an mi355 just for writing this.

    AMD deserves exactly zero of the credulity this writer heaps onto them. They just spent four months not supporting their rdna4 lineup in rocm after launch. AMD is functionally capable of day120 support. None of the benchmarks disambiguated where the performance is coming from. 100% they are lying on some level, representing their fp4 performance against fp 8/16.

    • jchw 20 hours ago
      I still find their delay with properly investing in ROCm on client to be rather shocking, but in fairness they did finally announce that they would be supporting client cards on day 1[1]. Of course, AMD has to keep the promise for it to matter, but they really do seem to, for whatever reason, finally realized just how important it is that ROCm is well-supported across their entire stack (among many other investments they've announced recently.)

      It's baffling that AMD is the same company that makes both Ryzen and Radeon, but the year-to-date for Radeon has been very good, aside from the official ROCm support for RDNA4 taking far too long. I wouldn't get overly optimistic; even if AMD finally committed hard to ROCm and Radeon it doesn't mean they'll be able to compete effectively against NVIDIA, but the consumer showing wasn't so bad so far with the 9070 XT and FSR4, so I'm cautiously optimistic they've decided to try to miss some opportunities to miss opportunities. Let's see how long these promises last... Maybe longer than a Threadripper socket, if we're lucky :)

      [1]: https://www.phoronix.com/news/AMD-ROCm-H2-2025

      • roenxi 19 hours ago
        Is this day 1 support a claim about the future or something they've demonstrated? Because if it involves the future it is safer to just assume AMD will muck it up somehow when it comes to their AI chips. It isn't like their failure in the space is a weird one-off - it has been confusingly systemic for years. It'd be nice if they pull it off, but it could easily be day 1 support for a chip that turns out to crash the computer.

        I dunno; I suppose they can execute on server parts. But regardless, a good plan here is to let someone else go first and report back.

        • jchw 13 hours ago
          They've been able to execute well for Ryzen, EPYC, and Radeon in the data center. I don't really think there's any reason to believe they can't or even wouldn't be able to do ROCm on client cards, but up until recently they wouldn't commit.
    • pclmulqdq 22 hours ago
      AMD doesn't care about you being able to do computing on their consumer GPUs. The datacenter GPUs have a pretty good software stack and great support.
      • fc417fc802 21 hours ago
        I'm inclined to believe it but that difference is exactly how nvidia got so far ahead of them in this space. They've consistently gone out of their way to put their GPGPU hardware and software in the hands of the average student and professional and the results speak for themselves.
        • tormeh 12 hours ago
          I wouldn't say so. Nvidia bet on machine learning a decade or so before AMD got the memo. That was a good bet on Nvidia's part. In 2015 you just had to have an Nvidia card if you wanted to do ML research. Sure, Nvidia did hand them out in some cases, but even if you bought an AMD card it just wouldn't work. It was Nvidia or go home. Even if AMD now did everything right (and they don't), there's a decade+ of momentum in Nvidia's favor.
        • zombiwoof 19 hours ago
          Just look at the disaster of rocm or you need to spend 300k on software engineers to get anything so work
      • stingraycharles 20 hours ago
        Yes but then they fail to understand a lot of “long tail” home projects, opensource stuff etc is done on consumer GPUs at home, which is tremendously important for ecosystem support.
        • wmf 20 hours ago
          What if they understand that and they don't care? Getting one hyperscaler as a customer is worth more than the entire long tail.
          • stingraycharles 19 hours ago
            The problem is that this is short-term thinking. You need students and professionals playing around with your tools at home and/or on their work computers to drive hyperscale demand in the long term.

            This is why it’s so important AMD gets their act together quickly, as the benefits of these kind of things are measured in years, not months.

          • lhl 16 hours ago
            On the corp side you have FB w/ PyTorch, xformers (still pretty iffy on AMD support tbt) and MS w/ DeepSpeed. But let's see about some others:

            Flash Attention: academia, 2y behind for AMD support

            bitsandbytes: academia, 2y behind for AMD support

            Marlin: academia, no AMD support

            FlashInfer: acadedmia/startup, no AMD

            ThunderKittens: academia, no AMD support

            DeepGEMM, DeepEP, FlashMLA: ofc, nothing from China supports AMD

            Without the long tail AMD will continue to always be in a position where they have to scramble to try to add second tier support years later themselves, while Nvidia continues to get all the latest and greatest for free.

            This is just off the top of my head on the LLM side where I'm focused on, btw. Whenever I look at image/video it's even more grim.

            • jimmySixDOF 16 hours ago
              Modular says Max/Mojo will change this and make refactoring between different vendors (and different lines of the same vendor) less of a showstopper but tbd for now
              • pjmlp 8 hours ago
                The judge is still out there regarding if Max/Mojo is going to be something that the large majority cares about.
          • selectodude 19 hours ago
            Then they’re fools. Every AI maestro knows CUDA because they learned it at home.
            • jiggawatts 19 hours ago
              It’s the same reason there’s orders of magnitude more code written for Linux than for mainframes.
          • danielheath 18 hours ago
            Why would a hyperscaler pick the technology that’s harder to hire for (because there’s no hobbyist-to-expert pipeline)?
          • moffkalast 17 hours ago
            Then they will stay irrelevant in the GPU space like they have been so far.
          • littlestymaar 16 hours ago
            Why should we care about them if they don't care?

            I mean of they want to stay at a fraction of the market value and profit of their direct competitor, good for them.

            • dummydummy1234 13 hours ago
              I want a competitive market so I can have cheaper gpus.

              It's Nvidia, AMD, and maybe Intel.

        • cma 20 hours ago
          Nvidia started removing nvlink with the 4000 series, they aren't heavily focused on it either anymore and want to sell the workstation cards for uses like training models at home.
      • viewtransform 21 hours ago
        AMD is offering AMD Developer Cloud (https://www.amd.com/en/blogs/2025/introducing-the-amd-develo...)

        "25 complimentary GPU hours (approximately $50 US of credit for a single MI300X GPU instance), available for 10 days. If you need additional hours, we've made it easy to request additional credits."

      • booder1 20 hours ago
        I have had trained on both large AMD and Nvidia clusters and your right AMD support is good. I never had to talk to Nvidia support. That was better.

        They should care about the availability of their hardware so large customers don't have to find and fix their bugs. Let consumers do that...

      • archerx 20 hours ago
        If they care about their future they should. I am a die hard AMD supporter and even I am getting over their mediocrity and what seems to be constant self sabotage in the GPU department.
        • zombiwoof 19 hours ago
          It’s the AMD management . They just are recycling 20 year VP lifers at AMD to take over key projects
          • archerx 11 hours ago
            They could have slapped 48gb of vram on their new Radeon cards and they would have instantly sold out but that would cut into cousins profit margin at nvidia so that’s obviously a no go.
      • pjmlp 8 hours ago
        Except they forget people get to adopt technologies by learning them on their consumer hardware.
      • echelon 20 hours ago
        > AMD doesn't care about you being able to do computing on their consumer GPUs

        Makes it a little hard to develop for without consumer GPU support...

      • fooker 18 hours ago
        It’s the same software stack.
      • caycep 22 hours ago
        this is ROCm?
        • fooblaster 22 hours ago
          Yes, the mi300x/mi250 are best supported as they directly compete with data center gpus from Nvidia which actually make money. Desktop is a rounding error by comparison.
      • shmerl 20 hours ago
        Aren't they addressing it with the unified UDNA architecture? That's going to be a thing in the future GPUs, making consumer and datacenter ones share the same arch.

        Different architectures was probably a big reason for the above issue.

    • ethbr1 15 hours ago
      > I hope that guy gets an mi355 just for writing this. AMD deserves exactly zero of the credulity this writer heaps onto them.

      You mean Ryan Smith of late AnandTech fame?

      https://www.anandtech.com/author/85/

    • zombiwoof 19 hours ago
      Exactly.

      AMD is a marketing company now

  • zombiwoof 19 hours ago
    AMD future should be figuring out how to reproduce the performance numbers they “claim” they are getting
  • 1ncunabula 14 hours ago
    [dead]