Yeah, I think AMD will really struggle with the cloud providers.
Even Nvidia GPU's are tricky to sandbox, and it sounds like the AMD cards are really easy for the tenant to break (or at least force a restart of the underlying host).
AWS does have a Gaudi instance which is interesting, but overall I don't see why Azure, AWS & Google would deploy AMD or Intel GPU's at scale vs their own chips.
They need some competitor to Nvidia to help negotiate, but if its going to be a painful software support story suited to only a few enterprise customers, why not do it with your own chip?
Even Nvidia GPU's are tricky to sandbox, and it sounds like the AMD cards are really easy for the tenant to break (or at least force a restart of the underlying host).
AWS does have a Gaudi instance which is interesting, but overall I don't see why Azure, AWS & Google would deploy AMD or Intel GPU's at scale vs their own chips.
They need some competitor to Nvidia to help negotiate, but if its going to be a painful software support story suited to only a few enterprise customers, why not do it with your own chip?