I agree that the state of AMD's dGPUs still leave a lot to be desired, but they've been making some progress at least. On the consumer side, RDNA2 is raster, tr

I agree that the state of AMD's dGPUs still leave a lot to be desired, but they've been making some progress at least. On the consumer side, RDNA2 is raster, transistor, and power (albiet on a more efficient node) competitive with Ampere, which is big step up from previous generations. Thanks to having performance competitive top-end/halo cards, AMD GPUs have gotten a consumer mindshare win that they haven't had in years. RDNA3 should be even more exciting, with another big rumored perf/efficiency gain and their first MCM implementation. It should be exciting to see not just RDNA3 vs Lovelace, but also to see how Intel's DG2 changes the dynamic, since budget and mid-end competition has been completely non-existent lately. Everyone's selling all the chips/boards they can make atm due to largely to cryptomining and other supply chain issues, so I guess AMD gets a mulligan until next-gen (especially considering how currently for AMD, every GPU made means giving up 10X the profit on enterprise CPU cores due to shared die capacity constraints). The other thing worth noting on the consumer side is that Zen 4 should also bring Navi 2 and DDR5 to their APUs. AMD's current APUs can already handle most eSports/low-end games at 1080p [1] but this next iGPU bump has the potential to displace the low-end AIB/dGPU market completely. When looking outside of the AIB numbers, AMD (and Intel) continue to increase unit shipments/gain market share at Nvidia's expense. [2] As for GPU compute, there's no question that Nvidia continues dominate and it feels like if anything, AMD is falling further behind. While I have some hopes for CDNA/2 and ROCm continuing to mature, their ongoing lack of support for even basic stuff like desktop OpenCL or any RDNA cards means that AMD is moving backwards as far as ecosystem support goes. I really can't think of a better way to stunt adoption than to have no ML/compute support for the majority of their products. ¯\_(ツ)_/¯ On the process side, assuming Intel suffers no more delays on 7nm (a big assumption), it will still be half a step and half a year behind TSMC's N3 process in 2023 (beyond that, I suppose it'll be an open question of who gets their GAAFET working). AMD's CPU architecture team has a pretty solid track record at this point though, and I don't think Zen 4 or Zen 5 will be at any particular disadvantage vs Granite Rapids. Obviously, AMD has lots of competition, but as long as they keep executing, I think they have a pretty bright future (also, we'll have to see how Xilinx plays out). [1] https://static.techspot.com/images2/news/bigimage/2021/04/2021-04-13-image-39-j.webp https://static.techspot.com/images2/news/bigimage/2021/04/20... [2] https://www.jonpeddie.com/press-releases/gpu-shipments-soar-once-more-in-q4 https://www.jonpeddie.com/press-releases/gpu-shipments-soar-...