Lorenz Research

Frontier inference, at a lower cost

Applied AI research for high-efficiency inference on alternative compute, starting with AMD GPUs.

NewKimi K3 on AMD MI355X: +40% Agentic Throughput, +86% Peak vs. NVIDIA B300

Lorenz Research is a frontier applied AI research lab. Our mission is to turn frontier research into real-world impact. Our recent focus is AMD GPU optimization: for specific frontier models, we optimize ROCm kernels, the inference pipeline, inference algorithms and end-to-end throughput, so each model runs at its best on AMD Instinct GPUs and costs less per token.

Why we are doing this

Compute is the largest cost in AI, and today most of it runs on one vendor's hardware. That concentration keeps prices high and supply tight, and it decides who can afford to build with AI.

Alternative compute is how that changes. AMD GPUs and other accelerators already have the raw capability, often at 25~40% lower cost than NVIDIA GPUs.. What they lack is the software stack and algorithms that squeeze all the performance potential out of them. Each gain adds real competition and another source of supply, and that is what drives the cost of compute down.

Cheaper compute/token is how AI comes to serve everyone. When a token costs less, more people, companies and countries can build with it. That is why we focus on alternative compute.

Kimi K3 on AMD MI355X: +40% Agentic Throughput, +86% Peak vs. NVIDIA B300

Is CUDA’s Performance Moat Shrinking in Specific Workloads?

We optimized Kimi K3 agentic inference end to end on a single 8×AMD MI355X node: kernels, KV cache, communication and speculative decoding. On InferenceX, which replays real coding-agent sessions, it serves 40% more tokens per GPU than NVIDIA B300's best public result, and 86% more with speculative decoding.[1]

Our finding: for a given model and workload, performance is increasingly a software problem, not a hardware limit. AI is making these optimizations far more accessible, and that is narrowing CUDA's long-standing moat.

Inference optimization now moves week by week. Our results suggest that alternative compute is no longer a future possibility but a viable, increasingly competitive choice for frontier AI inference, especially as depending on a single GPU vendor grows more costly.

Agentic Inference · Long input with high cache rate

Throughput per GPUAMD MI355X, Lorenz stack with optimized speculative decoding, c80: 23,3301.86×23,330AMD MI355X*with optimizedspeculative decodingc80AMD MI355X, Lorenz stack without speculative decoding, c80: 17,5511.40×17,551AMD MI355X*withoutspeculative decodingc80NVIDIA B300, vLLM, c70: 12,56612,566NVIDIA B300vLLM · InferenceXpublished 2026-08-16c70Tokens per $1AMD MI355X $1.50 · NVIDIA B300 $2.26 per GPU-hourAMD MI355X, Lorenz stack with optimized speculative decoding, c80: 56.0M2.80×56.0MAMD MI355X*with optimizedspeculative decodingc80AMD MI355X, Lorenz stack without speculative decoding, c80: 42.1M2.10×42.1MAMD MI355X*withoutspeculative decodingc80NVIDIA B300, vLLM, c70: 20.0M20.0MNVIDIA B300vLLM · InferenceXpublished 2026-08-16c70

* Lorenz Research agentic inference stack. With deep optimized speculative decoding: DSpark+ ReplaySSM at the benchmark's fixed "golden" acceptance rate. Without speculative decoding: 17,551 at c80 vs. 12,566 (+40%); like for like at c48, +37% (15,681 vs. 11,428). B300 data: SemiAnalysis InferenceX public run published 2026-08-16. Its sweep peaks at c70, 12,566 tok/s/GPU, its highest tested concurrency; our stack still gains throughput at c80. c = concurrent agents; GPU-hour prices from InferenceX.

Throughput and cost across the InferenceX curve

Kimi K3 on the InferenceX agentic benchmark, against p90 interactivity. Hover a point for its numbers. Change the GPU-hour prices and the right chart redraws.

GPU-hour price

Output throughput, tok/s per GPU

Tokens per $1

The same charts as the home page. NVIDIA B300 vLLM (08-16), AMD MI355X vLLM (10-19) and AMD MI355X ATOM (10-15). More details in SemiAnalysis InferenceX[1]. Lorenz Research: DSpark + ReplaySSM (speculative tier), measured in the official 3600 s window with 10 warmups, as InferenceX runs it (10-21; c8, c24, c32, c48, c64 and c80). Acceptance follows the benchmark's golden rate, as in InferenceX's AMD runs.

Kimi Verifier Benchmark

Speed only counts if quality holds. Evaluated with Kimi Vendor Verifier[GitHub]

BenchmarkOurs (Lorenz Research)Other vendors
GSM8K (1,319)96.74 baseline: 96.57—
Needle recall, ~108K tokens100%—
OCRBench0.8840.878–0.897
MMMU-Pro Vision0.8150.804–0.820
BEAM 1M0.29350.291–0.322
DeepSWE0.6550.658–0.695

Ours: the Lorenz Research speculative decoding setting, with deeply optimized kernels for DSpark+ReplaySSM.

What We Found

  1. Software is the bottleneck

    Most accelerators run well below their potential. The gap is in kernels, serving and algorithms, not hardware.

  2. End-to-end inference workload optimization has lots of room

    Co-optimizing the model, kernels, algorithms and serving for a real-world workload still leaves major gains on the table.

  3. AI is closing the CUDA gap

    AI-driven engineering makes full-stack optimization on non-CUDA hardware practical, and fast.

  4. NVIDIA still leads out of the box

    With zero tuning, NVIDIA's ecosystem remains the easier path today.

The whole agentic inference stack, optimized for AMD

One 8×MI355X node, vLLM on ROCm with our own patches. A selection of the key changes (not all of it)

Exact stateful speculation

One KDA state per request, rolled back by replay. Bit-identical output.

A KV hierarchy built for agentic reuse

In-block prefix hits, cached K/V and a host-DRAM tier, so long shared prefixes are not recomputed.

Attention shaped to the model and the chip

Decode and verify kernels built for K3’s 96-head MLA on MI355X, reading KV from HBM once.

Communication off the generic collective path

In-node traffic over IPC and the SDMA engines, fused with the sums around it.

No work done eight times

Projections, the router and AttnRes are row-sharded and computed once.

Lower host overhead

Metadata built once per step, breakable CUDA graphs, the shared expert on a side stream.

Per-shape GEMM selection

Dedicated narrow-GEMM kernels, with the best solution picked per shape.

Precision guardrails

Every numerics change passes bitwise, GSM8K and needle checks first.

Built on vLLM, AITER, FlyDSL and ATOM's ReplaySSM work. What came from where.

From the blog

Contact us

Research collaborations and hardware partnerships.
Or email us at research@lorenzresearch.ai

We only use these details to reply to you.

History turns on a few key moments

After each one, the world is never the same again.