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Oh this is a tried-and-true strategy that both nVidia and Intel follow again and again. And it works like a charm. Think of market share as a fragile glass or

Oh this is a tried-and-true strategy that both nVidia and Intel follow again and again. And it works like a charm. Think of market share as a fragile glass or ceramic cup sitting right at the edge of the table. You're usually oblivious cz it hasn't fallen (or you're busy with other stuff). Then you notice it has tipped over and is now in free fall. If you have very good reflexes, as a big market share company, you catch it mid-air (you lower the prices to the point where it prevents the drop from breaking anything). If you succeed, now you have the cup in your hand; it didn't hit the floor, and it didn't shatter. Great. Now you slowly raise that cup back to the tabletop level (you raise the prices back to the same level in a few years) and place it at the table. Done. - AMD revenue is between $5-10b, - nVidia, between $10-20b - Intel, over $50b. Intel and nVidia can eat AMD alive anytime they want. Invidually or together. Once, or many times.

frostburg 7y ago
One of several of Intel's issues is that they can't do this to TSMC.
- astrodust 7y ago
  It's amazing that one of the best moves AMD ever made was ditching their own fab and throwing in with TSMC and others instead. Intel's still going it on their own and struggling.
aneutron 7y ago
> Intel and nVidia can eat AMD alive anytime they want. Invidually or together. Once, or many times. Except they can't. 1) Since I'm assuming you're talking about CPUs, nVidia can't make x86-64 processors. Only AMD and Intel can. Literally. They can't use that ISA. Maybe they can take them in the GPU market, but again, they probably still can't. 2) Intel looks like they can, and they do in fact have the funds to do it. But that's just not how it works. AMD has decoupled their tapping and design long ago. Intel still hasn't. The speed at which Intel can innovate is becoming very limited. So while they might catch up, and follow suit, it looks like Intel can't "eat" AMD at this point in time. At least not product wise. Maybe in 5 or 10 years, if AMD starts slacking off again.
- cwyers 7y ago
  I think what parent means is that Intel can do it to AMD over x86 chips and nVidia can do it over GPUs, where they have a lead in several market segments.

frostburg 7y ago

One of several of Intel's issues is that they can't do this to TSMC.

astrodust 7y ago
It's amazing that one of the best moves AMD ever made was ditching their own fab and throwing in with TSMC and others instead. Intel's still going it on their own and struggling.

aneutron 7y ago

> Intel and nVidia can eat AMD alive anytime they want. Invidually or together. Once, or many times. Except they can't. 1) Since I'm assuming you're talking about CPUs, nVidia can't make x86-64 processors. Only AMD and Intel can. Literally. They can't use that ISA. Maybe they can take them in the GPU market, but again, they probably still can't. 2) Intel looks like they can, and they do in fact have the funds to do it. But that's just not how it works. AMD has decoupled their tapping and design long ago. Intel still hasn't. The speed at which Intel can innovate is becoming very limited. So while they might catch up, and follow suit, it looks like Intel can't "eat" AMD at this point in time. At least not product wise. Maybe in 5 or 10 years, if AMD starts slacking off again.

cwyers 7y ago
I think what parent means is that Intel can do it to AMD over x86 chips and nVidia can do it over GPUs, where they have a lead in several market segments.