this post was submitted on 01 Sep 2025
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AMD entered the chat.
They've been trying to do it for ages, and they're forever a tad closer. The software stack is where the challenge lies, not the hardware. Still today, you can buy AMD hardware that on paper is better than Nvidia's, yet you can't squeeze out similar performances matching shittier Nvidia cards. Even still, rocm, the 'cuda' for AMD, can't even compete with even vulkan (an open source agnostic backend). So I doubt china will deliver that fast.
AMD is under the same restrictions Nvidia is, but hasn't designed a chip within those restrictions to sell to China like Nvidia did.