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The stock price is in part determined by the discounted future Cashflow, the one of AMD is pointing upwards that of Intel seems neutral or declining. Intel had
by orbifold 6y ago
The stock price is in part determined by the discounted future Cashflow, the one of AMD is pointing upwards that of Intel seems neutral or declining. Intel had a long string of failures and bad acquisitions recently, which points to bad management. AMD has all the potential to attack Nvidia’s deep learning moat with in house talent. Maybe this is all wishful thinking though, but my AMD calls jumped 46% within a day.
- RavlaAlvar 6y agoI am not seeing AMD putting any serious contenders for CUDA though.
- xondono 6y agoThey don’t really need to. Nvidia will have to validate and launch all of it’s PCIe4 on Epyc/Ryzen processors, so it’s not like AMD won’t benefit from the Deep Learning hype
- zucker42 6y agoIsn't HIP+ROCm a serious "competitor" to CUDA? You can convert your code automatic from CUDA to HIP. At least that's why the advertising says; I haven't used it myself. Plus, PyTorch and Tensorflow have AMD support, I thought.
- TomVDB 6y agoIt may convert your own code, but it can’t convert the CUDA libraries. It also doesn’t help that AMD has stopped supporting ROCm for the current consumer GPUs.
- slavik81 6y agoWhich CUDA libraries are you referring to? NVIDIA libraries like cuBLAS? There are ROCm libraries for a subset of those, but it's definitely a work-in-progress.
- butterisgood 6y agoThey might not have to, as others have pointed out. Intel, on the other hand, is fighting the multi-front battle against a lot of competitors. It’s great for consumers, but Intel might have to decide to focus too.
- nabla9 6y agoWait until Nvidia buys ARM from SoftBank and steals CPU markets from both Intel & AMD in high-end high profit HPC/DL sector. https://www.bloomberg.com/news/articles/2020-07-22/softbank-s-chip-company-arm-is-said-to-attract-nvidia-interest https://www.bloomberg.com/news/articles/2020-07-22/softbank-...
- blinkingled 6y agoWhy do they have to wait to buy ARM to do that?
- NameDoesntExist 6y agoPresumably the patent minefields of the CPU industry.
- disgruntledphd2 6y agoI really don't see anyone de-throning Nvidia from the deep learning market. I'd like to see it, but I'm not sure anyone can catch up now.
- deepGem 6y agoNot happening. nVidia has a stranglehold on deep learning because of CUDA and Cudnn. I don't see any AMD alternatives to take over either of these. So I wouldn't bet too much on AMD taking over the deep learning chip market.
- popinman322 6y agoThis. The software lead is just incredible; almost everything uses CUDA. There has been some progress, but PyTorch still isn't fully functional with ROCm yet and that feels like a good litmus test. https://github.com/pytorch/pytorch/issues/10657 https://github.com/pytorch/pytorch/issues/10657
- ngcc_hk 6y agoThe Apple ecosystem with its amd graphic cars and future Apple Gpu card seems to be a fight. Or at least maintain certain software not totally all cuda all the way down. And also the gaming with amd dominates both gaming platform. Really do not want just one players. And hope the high level plays have more completion. Still interest in Taiwan part. Purely from economic point of view. How secure are we ok that front, if all eggs are in one basket. Hk is fallen. Taiwan or South China Sea is in play. That will affect the supply chain.
- CoolGuySteve 6y agoWho’s writing bare CUDA though? For most tasks a framework like Tensorflow or PyTorch is good enough. If AMD could provide a backend for the most popular frameworks then they could skip over the CUDA patent issue completely. The real problem is that it seems like AMD’s not investing substantially in software teams to make it happen.
- hangonhn 6y agoThis might be wild speculation but I just now realized that AMD, Nvidia, and, of course, TSMC are all Taiwanese lead. Did Taiwan have some kind of incubator or have some kind of special emphasis on semiconductors or is this just pure coincidence? I wouldn't be so surprised if Taiwan isn't such a small country (relative to its bigger neighbors). Just wondering.
- kevin_thibedeau 6y agoThey're not crippled by shortsighted management.
- andromeduck 6y agoLook up Morris Chang. The man's a visionary and the single reason why Taiwan still exists as a sovereign nation.
- kenhwang 6y agoThe government of Taiwan realized that their semiconductor industry might be the one thing that the US would be willing to go to war with China over to protect. So the government has invested heavily in ensuring they maintain critical mass in semiconductor expertise, typically by investing heavily in university education and research in related engineering fields. Computer/electrical/materials engineering is pretty much the default major everyone gets funneled into without capacity limits since at least the 70s. For example, my parents and all their friends weren't well off enough to afford private university, but majors at public university were limited by the government based on projected need with slots offered to only the highest test scores. They couldn't test high enough to secure a public university slot for accounting, art, architecture, education, medicine, and trades such as automotive repair or plumbing. So they all ended up with computer science and engineering degrees. Fully paid for by the government. They basically treat the semiconductor industry like how the US treats its defense industry.
- pickle-wizard 6y agoI have long held the opinion that education should be part of national defense. I think is a good example of what happens when you do that.