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Kimi K3 on AMD MI355X: cheaper than NVIDIA?

What's this about?

Inference provider wafer.ai published benchmarks claiming the open Kimi K3 model runs at better performance-per-dollar on AMD's MI355X than on NVIDIA's B300 — a notable claim, since NVIDIA's software moat is the usual reason nobody bothers with AMD for serving LLMs.

What exactly is "perf per dollar" in inference?

Serving an LLM is a throughput business: tokens generated per second, divided by what the GPU-hour costs you. A chip can lose on raw speed but win on economics if it's cheap enough — which is exactly wafer.ai's claim (and exactly what critics dispute, since the rental prices they assumed drive the whole result).

What's the community saying?

HN 204 pts, 102 comments
  1. Top comment is terminology policing: it's an "open-weight" model, not "open source" — no training data or code was published.
  2. Number-crunchers found B300 won every raw-throughput row; only the assumed $2.50 vs $6.00 GPU-hour pricing flips the result, and those prices were called unrealistic.
  3. Several accuse wafer.ai of a hype pattern — "making themselves synonymous with slop in the inference space."
  4. A capex subthread: at these rental prices the MI355X can't pay for itself in its lifetime, so someone is subsidizing.
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