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1. It is possible to be bigger and still be in decline, that just indicates you had an even bigger lead before. 2. Everybody loves a good "underdog takes over
by WJW 6y ago
1. It is possible to be bigger and still be in decline, that just indicates you had an even bigger lead before.
2. Everybody loves a good "underdog takes over from the big bad empire in decline" story, both the press and the commenting public. The stories about big companies absolutely crushing their competitors in quality are just not as interesting.
3. AMD can't scale up as rapidly as a SAAS because fabs take a while to build. I'd wager Intel has (at least) five to ten years to come up with a good processor design before they get overtaken by AMD in sheer volume.
4. There are no doubt Chinese competitors with even lower sales and even higher P/E and growth rate than AMD. It'll be interesting to see how that plays out.
- simlevesque 6y agoThe problem with "they have 5 to 10 years to come up with something" is that they had 5 to 10 years leading and they came up empty handed.
- feteru 6y agoConsidering fabs take so long to build and get processes functioning well, it's likely they have another 5-10 years to blow their lead entirely. Rome didn't fall in a day
- zitterbewegung 6y agoI agree with your points but the game has changed. It’s not AMD vs Intel It’s AMD vs INTEL vs Apple vs Amazon (and nvidia might be next.
- andromeduck 6y agoGoogle also makes TPUs, which competes with GPUs and Nvidia, in addition to making ARM SOCs, is one of the key stakeholders behind Power PC now.
- justicezyx 6y agoNo, you cannot buy TPUs. You can only buy their usage hours from GCP.
- tsuraan 6y agohttps://cloud.google.com/edge-tpu/ https://cloud.google.com/edge-tpu/ has a "Buy" button that leads to https://coral.ai/products/ https://coral.ai/products/ . They appear to be available for purchase? edit: reading more on the edge-tpu page, they definitely appear to be of limited use compared with the ones available to google's hosted plans.
- justicezyx 6y agoEdge TPU is not TPU in GCP.
- ballenf 6y agoI wonder whether the Apple silicon will also feel like "buying usage" or if we'll have low-level enough access to feel like we own it. I don't think having physical possession of the thing is always the best criteria for whether you really own it.
- andromeduck 6y agoAnd your point is what exactly?
- jagger27 6y agoAnd Nuvia, Qualcomm, Huawei and whoever else decides to get TSMC to make some killer Arm-based SoCs. Seems like the playing field is about to get a lot bigger.
- ksec 6y ago>1. It is possible to be bigger and still be in decline, that just indicates you had an even bigger lead before. Except Intel is still growing its revenue. 43%+ YoY in Q2 for their Datacenter.