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And he is saying AMD focusing on non-GPU markets and going from being a laughable underdog to a powerhouse hardly qualifies as "being asleep at the wheel".
by ptero 3y ago
And he is saying AMD focusing on non-GPU markets and going from being a laughable underdog to a powerhouse hardly qualifies as "being asleep at the wheel".
- FredPret 3y agoAlright, fair point, but that is also why they missed out on the AI boom.
- iraqmtpizza 3y agoAs if it was just there for the taking. AMD doesn't have the money to do what Nvidia does
- FredPret 3y agoYes they do. They were in the same ballpark until the past coupld of quarters. Nvidia laid the groundwork for this ages ago by developing drivers that play nice with NN. AMD could easily have done the same at the time, and can do so now. Even if it costs $1b-$10b to do it, AMD can afford it and it’s worth doing. They’ve got $55b in equity, and a huge $280b market cap to issue more stock into. [https:valustox.com/AMD]
- caeril 3y agoI dunno, man. They're releasing APUs with tensor cores right now. They're finally getting their dogshit ROCm drivers fixed right now. Yes, they're late. But they're definitely playing. This whole "asleep at the wheel" thing may have been true a year ago, but it's not true now. [edit] Apologies, responded to the wrong comment, but I'll leave it here anyway.
- iraqmtpizza 3y agoPast couple of quarters? We're talking about the past. And their roadmaps go out five years. They have to spend now to get results in three to five years. What Nvidia was spending two years ago will largely determine how the next two years go.