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Tech Watch by Johan Denoyer

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Is memory the moat?

Quality: 7/10 Relevance: 9/10

Summary

This Wafer blog analyzes running the Kimi K3 model on AMD MI355X hardware, showing a strong performance-per-dollar advantage over Nvidia B300 and B200 configurations. It covers throughput benchmarks, prefill optimizations, and software considerations between CUDA and ROCm, highlighting AMD's competitive position for open-source AI workloads.

🚀 Service construit par Johan Denoyer