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Are they motivated? Seems like a massive coincidence how the big two of the GPU world are cousins, and one has been having massive success on the CPU, the other
by sph 3y ago
Are they motivated? Seems like a massive coincidence how the big two of the GPU world are cousins, and one has been having massive success on the CPU, the other on GPU/AI, and every attempt from both side to enter the other's niche has been pretty weak.
AMD compute is nowhere compared to NVIDIA. NVIDIA wanted to buy ARM, has got its finger in RISC-V, but apart from that, they don't really care. To be fair AMD has done decent with GPUs, but never enough to dethrone NVIDIA, whose playbook for the past few gens is "just make everything bigger than last gen and increase the frequency." Surely AMD could have chosen the same lazy approach to surpass the 4090 only just, but instead they didn't, so it's still NV undefeated in its space because AMD forgot to squeeze the last 1% out of their card.
The market is powerless if the competitors aren't really competing. Intel is the only chance, unless they manage to get their own Taiwanese CEO somehow related to Huang and Su.
- AlotOfReading 3y agoLeaving aside the weird conspiracy stuff, I don't know how you can see stuff like the nvlink C2C that makes Grace Hopper possible and think they went "just make everything bigger".