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NVIDIA is about to walk off with a trillion dollars because nobody at AMD “gets it”. I think they "get it" OK. Whether or not they can formulate a viable strat
by mindcrime 3y ago
NVIDIA is about to walk off with a trillion dollars because nobody at AMD “gets it”.
I think they "get it" OK. Whether or not they can formulate a viable strategy and execute it is one question, but they get the idea that "AI is important" and they know where they stand vis-a-vis NVIDIA.
This is another reason I'm willing to invest some time and money in working with AMD products for AI/ML. History has shown us their ability to go toe-to-toe with a seemingly unassailable industry titan before, and they came out in pretty good shape then.
https://www.forbes.com/sites/iainmartin/2023/05/31/lisa-su-saved-amd-now-she-wants-nvidias-ai-crown/ https://www.forbes.com/sites/iainmartin/2023/05/31/lisa-su-s...