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Heh, what a weird story, I didn't know that website ran stealth ads. Nvidia has been trying to catch up to the AMD juggernaut for years, including having sockp
by DiabloD3 2y ago
Heh, what a weird story, I didn't know that website ran stealth ads.
Nvidia has been trying to catch up to the AMD juggernaut for years, including having sockpuppet accounts on even tiny websites like ours, and it seems to have been paying off, I guess? They claim larger revenue, but most of it is just a by-product of rent-seeking and price gouging, combined with a moat that they sell to the user as a software stack; they can't keep up with the actual hardware side of the business, and rely on a good PR team to shore up the difference, including getting universities to teach "how to CUDA" classes, instead of actual useful classes with transferable skills.
When it comes to actually important things, like perf/watt, perf/slot, perf/$, unless you were stupid and let yourself be locked into a CUDA-only solution, why would you pick Nvidia? And lets say you were a gamer, and not some compute customer, why would you buy Nvidia, unless you really wanted to spend $1600 and 600 watts on a card that barely outruns a $1000/450w 7900XTX. Even on games that are "Made For Nvidia" (= botched PC ports that border on an easy to win antitrust suit), RDNA3 across the board is still better than Lovelace.
And to be completely clear, many gamers aren't PC gamers, they're console gamers: XBox One, XSX, PS4, and PS5 are AMD, and NVidia didn't win the contract for either because they couldn't deliver purely on technological reasons (couldn't meet the perf/watt requirements for even remotely the same $). What they did win? The Switch because they had a warehouse full of chips meant for the gaming tablet revolution that didn't (and wouldn't have) come; easier to convince Nintendo to buy them at a loss (they didn't even break even on the original 20nm run of the X1) than making literally ziltch on the run.
Given how ubiquitous AMD hardware is, both inside and outside of gaming and enterprise, I just find it utterly baffling to think Nvidia somehow has so much brand and goodwill that Wall Street would value it in the super-exclusive $T club.