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> Nvidia, as #1, no longer needs to compete and has stopped winning via low cost, high performance GPUs. This opened a giant opportunity for AMD GPUs to give th
by bmacho 3y ago
> Nvidia, as #1, no longer needs to compete and has stopped winning via low cost, high performance GPUs. This opened a giant opportunity for AMD GPUs to give those things to consumers and start winning against Nvidia.
> But instead AMD has just followed Nvidia into making slow, uncompetitive GPUs at high prices.
I am not really sure they could do that. If nvidia cards are cheaper to produce, then for AMD just ordering more cards can end in massive losses short term, and much less profit long term, as customers demand cheaper cards. Nvidia always could lower their prices as the updog, and hurting AMD really bad.
But yes, in retrospective, knowing that the demand for GPUs would remain ridiculously high for years, the best move for AMD was ordering and producing much much more cards. As the best move for us customers were jumping into crypto. (Not necessarily the best strategy.)