4 ms·

Nvidia's value is in its software. CUDA is where the money is and why their chips sell. On paper AMD chips are just as good, sometimes better, but AMD/Radeon so

Nvidia's value is in its software. CUDA is where the money is and why their chips sell. On paper AMD chips are just as good, sometimes better, but AMD/Radeon software and drivers are awful and have been awful for well over 20 years. That is probably moated for a few years still. I do think the stock is grossly overvalued, but that doesn't always matter, it can still go up. I would be surprised for it to surpass Microsoft and then go on a breather.

Jlagreen 2y ago
The reason we use Windows so much on PCs still today is that MS was first with a SDK for PC applications. Simple as that. It's the same reason why we have no Windows on mobile phones. MS was too late and Apple/Google already won the market with their SDK. It's not like MS can't do SW but it's hard to persuade developers to develop for your platform if your platform is <10% share compared to competitors. But people are expecting exactly this from AMD to make happen. AMD is a HW company. You can clearly see it in their roadmaps, in their mindset and in their communication. If you look at Nvidia and their publications then it's 80% about SW solutions and only 20% HW. Even GTC 2024 where Blackwell was released, was >50% about SW solutions presentation. However, AI competition will be won with SW, not with HW. Enterprises need consultancy, guidance and help in properly training their data and putting it to use. Buying HW is pointless for them because they have no clue about AI. They first have to learn so they need consulting. This is a job for SW companies, not for HW companies. And interestingly, Nvidia is right there at the front and has not only direct engagements but partnerships with all large IT consulting companies. I wonder, which HW would a company deploying Nvidia Enterprise AI SW suite use? AMD maybe?

4 ms·

Nvidia's value is in its software. CUDA is where the money is and why their chips sell. On paper AMD chips are just as good, sometimes better, but AMD/Radeon so

by partiallypro 2y ago

Jlagreen 2y ago
The reason we use Windows so much on PCs still today is that MS was first with a SDK for PC applications. Simple as that. It's the same reason why we have no Windows on mobile phones. MS was too late and Apple/Google already won the market with their SDK. It's not like MS can't do SW but it's hard to persuade developers to develop for your platform if your platform is <10% share compared to competitors. But people are expecting exactly this from AMD to make happen. AMD is a HW company. You can clearly see it in their roadmaps, in their mindset and in their communication. If you look at Nvidia and their publications then it's 80% about SW solutions and only 20% HW. Even GTC 2024 where Blackwell was released, was >50% about SW solutions presentation. However, AI competition will be won with SW, not with HW. Enterprises need consultancy, guidance and help in properly training their data and putting it to use. Buying HW is pointless for them because they have no clue about AI. They first have to learn so they need consulting. This is a job for SW companies, not for HW companies. And interestingly, Nvidia is right there at the front and has not only direct engagements but partnerships with all large IT consulting companies. I wonder, which HW would a company deploying Nvidia Enterprise AI SW suite use? AMD maybe?