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
- Top comment is terminology policing: it's an "open-weight" model, not "open source" — no training data or code was published.
- 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.
- Several accuse wafer.ai of a hype pattern — "making themselves synonymous with slop in the inference space."
- A capex subthread: at these rental prices the MI355X can't pay for itself in its lifetime, so someone is subsidizing.