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AMD MI300X / MI325X

Highest-memory accelerator on the market (192 GB+ HBM); ROCm software stack open-source-adjacent.

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AMD's data-center AI accelerator line. MI300X shipped late 2023 with 192GB of HBM3 (more memory than any other accelerator at the time); MI325X refreshed to 256GB HBM3e. Closed hardware, but the surrounding ROCm software stack is open-source-leaning (most of ROCm is publicly licensed, unlike CUDA's source). Compared to NVIDIA H100/H200: MI300X has substantially more memory per accelerator (192GB vs 80GB for H100), so it can hold larger models without sharding. Raw FLOPS are competitive. The gap is on software: ROCm lags CUDA by years on per-framework optimization. vLLM and other open runtimes support AMD, but production deployments still skew NVIDIA. AMD's positioning is "the credible non-NVIDIA option for inference at scale," not "the leader." Production-ready and shipping at scale. Major hyperscaler deployments confirmed (Microsoft Azure, Meta have publicly run MI300X clusters for inference). Hugging Face supports ROCm first-class. The strategic question for AMD is whether ROCm closes the software gap fast enough to break NVIDIA's lock-in before the next generation extends it.

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