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Why couldnt NVIDIA auction some to get best price? I mean locking customers long term is probably better, but a certain % of product still vould be sold for a

by rvba 2y ago

Why couldnt NVIDIA auction some to get best price? I mean locking customers long term is probably better, but a certain % of product still vould be sold for a spot price? This made me wonder what is the optimum split on that - obviously depends on your market placement, but isnt nvidia basically a monopoly now?

zer00eyz 2y ago
> Why couldnt NVIDIA auction some to get best price? Have you seen their pricing? They are robbing everyone and selling out quickly. I don't think "auctions" are going to add much to thee bottom line.
autoexecbat 2y ago
At some point, nvidia does have to worry about amd getting their act together once they've annoyed all the current customers
- nothercastle 2y ago
  Amd will never figure out drivers and software stuff. That’s always been their weakness
  - Palmik 2y ago
    MI250 and MI300 are competitive for inference and training. The problem is that there's no cloud with simple registration that offers these for reasonable on demand price. This means that basically no one in the open source AI community can use them, so most development and tooling is being tested and built for NVIDIA.
    - latchkey 2y ago
      I am working on solving that issue with MI300x.
  - margorczynski 2y ago
    I wonder what Lisa tells the shareholders & board when they ask why billions fly past their noses in valuation. Curious why ATI/AMD never could be on par to Nvidia regarding the software stack (drivers mainly), I would assume bad leadership and goals.
    - latchkey 2y ago
      I'd call it a focus on very profitable ventures, like gaming. Nvidia effectively created this AI world by building tooling and software for something we didn't know existed up until not too long ago. AI was created on the shoulders of the work that was done. AMD wasn't taking the risk on the unknown, for whatever reason. Water under the bridge. The ship is certainly busy course correcting now. Give it some time.
      - nothercastle 2y ago
        Well they didn’t have any money. They bet big on cpu r&d and they did great but there wasn’t enough money left over for other moon shoots. AMD was at risk of becoming a failed company not too long ago so they recovered quite well.
  - latchkey 2y ago
    Amd will never have a CPU with more core's than Intel. I'm sure people said that too and look at where we are at today.
    - nothercastle 2y ago
      I don’t think anyone ever said that. Back when amd was lagging badly the core war wasn’t really a thing
      - latchkey 2y ago
        > the core war wasn’t really a thing Core performance has always been a thing.

by rvba 2y ago

zer00eyz 2y ago

> Why couldnt NVIDIA auction some to get best price? Have you seen their pricing? They are robbing everyone and selling out quickly. I don't think "auctions" are going to add much to thee bottom line.

autoexecbat 2y ago

At some point, nvidia does have to worry about amd getting their act together once they've annoyed all the current customers

nothercastle 2y ago
Amd will never figure out drivers and software stuff. That’s always been their weakness
- Palmik 2y ago
  MI250 and MI300 are competitive for inference and training. The problem is that there's no cloud with simple registration that offers these for reasonable on demand price. This means that basically no one in the open source AI community can use them, so most development and tooling is being tested and built for NVIDIA.
  - latchkey 2y ago
    I am working on solving that issue with MI300x.
- margorczynski 2y ago
  I wonder what Lisa tells the shareholders & board when they ask why billions fly past their noses in valuation. Curious why ATI/AMD never could be on par to Nvidia regarding the software stack (drivers mainly), I would assume bad leadership and goals.
  - latchkey 2y ago
    I'd call it a focus on very profitable ventures, like gaming. Nvidia effectively created this AI world by building tooling and software for something we didn't know existed up until not too long ago. AI was created on the shoulders of the work that was done. AMD wasn't taking the risk on the unknown, for whatever reason. Water under the bridge. The ship is certainly busy course correcting now. Give it some time.
    - nothercastle 2y ago
      Well they didn’t have any money. They bet big on cpu r&d and they did great but there wasn’t enough money left over for other moon shoots. AMD was at risk of becoming a failed company not too long ago so they recovered quite well.
- latchkey 2y ago
  Amd will never have a CPU with more core's than Intel. I'm sure people said that too and look at where we are at today.
  - nothercastle 2y ago
    I don’t think anyone ever said that. Back when amd was lagging badly the core war wasn’t really a thing
    - latchkey 2y ago
      > the core war wasn’t really a thing Core performance has always been a thing.