… For AMD, this means RDNA 4 has to remain in the market longer. The Radeon RX 9000 series brought improvements in efficiency, ray tracing, and upscaling support, but it was not aimed at an uncompromising attack on the absolute high end. …
… MI355X is said to have improved by 19 percent in Llama 2 fine-tuning and by 13 percent in Llama 3.1 pretraining. Since the hardware remains largely unchanged in this process, that points to progress in software and training recipes. …
… A possible magnitude of 70 to 80 percent of NAND supply flowing toward AI datacenters is mentioned. Such figures are, by nature, a sector forecast and not guaranteed market statistics, but they explain why consumer SSDs could become more expensive and scarcer despite technical progress. …