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Right now, there's a big gap in nvidia's product offering: nvidia is happy to let their gaming/affordable cards languish, to stop them competing with the server
by michaelt 3y ago
Right now, there's a big gap in nvidia's product offering: nvidia is happy to let their gaming/affordable cards languish, to stop them competing with the server products at 4x the price.
And the ML community isn't very motivated to port their code from nvidia to amd because the nvidia tax isn't too bad.
If AMD could take one of their existing 24GB consumer cards and quadruple the RAM, though? Open source ML efforts would have support within days.
And nvidia couldn't respond to undercut them without also undercutting their cash cow server GPUs.
- bonton89 3y agoAMD is kind of ironically hamstring by x86. They make a lot more profit off their CPUs than they do their GPUs and they only have so many TSMC wafers for both products. If they try to buy their way into more GPU market share they're losing margin on the GPUs they do sell and denying themselves more profitable CPU sales. And Nvidia has historically been pretty good about aggressively back filling any holes in their product stack AMD figures out how to exploit with a late product introduction. AMD seems like they've mostly given up on gaining in the discrete market. Intel is making some better moves lately but the impression I get is they're losing money on every sale and need to buy their wafers from TSMC like AMD. I'm not sure how long they'll stomach that situation or if they'll eventually get their GPUs onto their own process.
- deleted 3y ago[deleted]
- paulmd 3y ago> If AMD could take one of their existing 24GB consumer cards and quadruple the RAM, though? Open source ML efforts would have support within days. They ironically could do exactly this because the MCD disambiguates the memory config from the gpu config. They would need a new MCD die but they could put four or 8 memory controllers on a MCD instead of 2.