Can you folks add performance per watt as a metric to these comparisons, I honestly want to understand where AMD fits in the stack in terms of actual performance to dollars. I have had talks with companies wanting to build data centers outside of US and find it hard to source anything Nvidia in sufficient capacity and scale.

If AMD is competitive performance per watt and roughly reliable in terms of software support which is what most folks outside of US prioritize above all else, since outside of China and US electricity tends to at a relative premium.

Maybe if they make smaller data centers viable at the right price, AMD could be part of the stack outside of US where ever Nvidia is more limited in supply. Though I have genuinely no idea what sourcing an AMD GPU looks like.

I have never seen a company use AMD outside of wafer and a couple others mostly in US.

Genuinely intriguing or maybe not really (could be this stuff is common knowledge) and I am just stuck in my Nvidia bubble here.

A DGX B200 costs like ~$0.5 M and uses around 14 kW.

If you plan to run it straight for 8 years 100% max usage thats around 1 GWhr.

A gigawatt hour is a lot of energy but its not that much compared to the price of the actual machine. In Germany for example with its expensive energy thats about €100k worth, which spread over 8 years is pretty minor compared to the up front half mill.

The real issue with high power consumption is not really the cost of energy but the limited powersupply you can get for a datacenter. A more efficient setup is highly desirable because it means you can fit more in the limited power hookup.

> I have never seen a company use AMD outside of wafer and a couple others mostly in US.

There's a few using them, and even more starting to experiment with them. AMD has long been a source of disappointment around this side of things, so I'm hesitant to feel optimistic we'll finally get some competition. The market really needs viable competition to Nvidia, especially performance/watt.

> I have never seen a company use AMD

Meta is using AMD: https://www.amd.com/en/newsroom/press-releases/2026-2-24-amd...

And OpenAI: https://www.amd.com/en/newsroom/press-releases/2025-10-6-amd...

AMD MI355X uses 1,400W per GPU and NVIDIA B200 uses 1,200W. So AMD uses about 16% more power.