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I bought $2k of NVDA last week, the day before the earnings call. After watching Jensen Huang's CES keynote, and experiencing how bad AMD GPUs are, I figure it
by madengr 9y ago
I bought $2k of NVDA last week, the day before the earnings call. After watching Jensen Huang's CES keynote, and experiencing how bad AMD GPUs are, I figure it was a safe bet.
The complexity of GPUs (i.e Volta with it's 22B transistors) and the required software is getting to the point I think only one player will emerge. It won't be AMD.
The Volta based automotive processor they showed off at CES is pretty impressive.
Also bought GM. They seem to know what they are doing with EVs, and I'll bet them over Tesla. GM also pays a decent dividend.
- greenknight 9y agoObjectively, what makes the AMD GPU's bad?
- HappyRobot 9y agoPower efficiency. In terms of price and performance, they can compete with Nvidia at the cost of power efficient chips. This might also mean that the the architecture might have less growth potential than Nvidia's. https://www.anandtech.com/show/11717/the-amd-radeon-rx-vega-64-and-56-review/20 https://www.anandtech.com/show/11717/the-amd-radeon-rx-vega-...
- madengr 9y agoBuggy drivers. I was driven nuts over January with an RX-580 in my sons computer. Replaced it with a GTX-1060 which just plain works. Zero issues. The RX-580 was a nightmare. Seems AMD doesn't have the resources to produce quality software, much less R&D into new fields such as Nvidia. Nvidia is not just targeting their GPUs for automotive, but addressing the issues of reliability and safety in that environment. That's a lot of effort. If AMD can't write a driver that does not crash, there is no way in hell they will compete in AI where safety is a concern.
- lostmsu 9y agoI think you need data, not anecdata. I had the opposite issue. I had no problem playing GTA 5 on AMD, but with NVidia I couldn't go past some mission because the same PC would hang on me.