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If Lisa Su wants Nvidia's crown then she's going to have to actually compete. That means creating the most awesome products possible at the lowest price practi
by andrewstuart 3y ago
If Lisa Su wants Nvidia's crown then she's going to have to actually compete.
That means creating the most awesome products possible at the lowest price practical.
In GPU's, AMD is doing the exact opposite.
And winning GPUs is what will allow winning AI.
Put another way, AMD simply does not compete with Nvidia - it trails along behind, trying to match the Nvidia products in specs, and being slightly less ridiculously expensive.
AMD GPUs are overpriced and AMD's most recent GPUs - the 7600 is garbage - this is not a strategy that is going to win any crown.
- JonChesterfield 3y agoIt's a capability war. You don't need to be cheaper, you need to better.
- andrewstuart 3y agoAMDs GPU tech is close enough to Nvidia. AMDs latest card the 7600 did not need to be garbage - this is a low end card so Nvidia can easily make it faster. But it very closely matches Nvidias card at the same level, the 7060, which is also garbage. AMD is simply copying Nvidia. And you’re wrong…. People buy cheaper. It’s not the only factor but it’s a major factor.
- JonChesterfield 3y agoNope. If you can run a language model on Nvidia that lets you fire a load of people, and you can't run it on amdgpu, AMD aren't going to sell you any hardware. Even if it was cheaper. Even when you can run on both, electricity costs can dominate capital. I remember reading something that amounted to xeons cost so much more to run than epyc chips that even if the xeon chips are given away free it's cheaper to buy the epyc ones, assuming they'll be running for more than some smallish number of months.