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They haven't been rich enough for long enough for it to matter. As you noted pre-Ryzen they just didn't have the FCF to persue this kind of R&D. Ryzen was a be
by jpgvm 4y ago
They haven't been rich enough for long enough for it to matter.
As you noted pre-Ryzen they just didn't have the FCF to persue this kind of R&D. Ryzen was a bet the farm situation, if you are already betting the farm on one thing it's highly inadvisable to try do it on two things at the same time.
Nvidia benefits greatly from not having a split focus. They make GPUs, this is all. AMD needs to divide their efforts between staying ahead of Intel now that they have finally won themselves a lead which is no mean feat given how hard Intel has been chasing them down -and- putting out reasonable gaming GPUs -and- trying to come up with their first home-run datacenter GPU product which just hasn't happened yet.
I just don't see how they could have possibly had the money to try beat Nvidia over the last 5-6 years.
- orbital-decay 4y agoThe money didn't come to Nvidia immediately. They were in exactly the same spot as ATI when they introduced hardware shaders in GF3 and later pioneered GPGPU on them. Moreover, ATI sometimes progressed in huge leaps (such as Radeon 9800Pro which was miles ahead of anything from Nvidia). ATI and then AMD just ignored general purpose massively parallel computations for a while, and then didn't know what to do with it, while Nvidia had a vision and actually implemented it.
- oblak 4y ago"didn't know what to do with it" in a direst of times. It amazes me how selective people's memory is. Huang is not some amazing visionary. He's a ruthless businessman. Imagine if Intel had allowed him to steer that ship as he imagined all those years ago. Dark, dark times.