AMD 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 p

AMD 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.