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That' crazy. Why doesn't this happen in the GPU space? Is there some silent agreement between AMD and Nvidia to not compete down in cost and just push each othe
by Cumpiler69 2y ago
That' crazy. Why doesn't this happen in the GPU space? Is there some silent agreement between AMD and Nvidia to not compete down in cost and just push each other's prices up?
- HideousKojima 2y agoEntirely possible given that the CEO of AMD is the niece of the Nvidia CEO
- ziddoap 2y ago>niece They are first cousins (once removed).
- Cumpiler69 2y agoRemoved from what?
- mcshicks 2y agoIt means the child of a first cousin. I'm a native speaker of English and I find the phrase confusing also.
- lesuorac 2y ago> Removed means a different generation. When cousins are in different generations than each other, we say they're removed. "Removed" is like “grand” and “great,” but with cousins. https://support.ancestry.co.uk/s/article/Understanding-Kinship-Terms#:~:text=Removed%20means%20a%20different%20generation,two%20generations%2C%20and%20so%20forth. https://support.ancestry.co.uk/s/article/Understanding-Kinsh...
- kwanbix 2y agoMaybe is related to all the people buying GPUs for AI?
- bell-cot 2y agoIf both are selling ~all the GPU's they can manufacture, at high prices - then no incriminating communication (let alone an agreement) is needed for both to keep raking in the profits.
- mmiyer 2y agoSupply and demand. Intel isn't happy with how many of these CPUs it's been able to sell, while Nvidia cannot produce enough GPUs to meet demand.
- Cumpiler69 2y agoI was talking about AMD's GPUs. These aren't as performant or in high demand as Nvidia. Not by a long shot. Nvidia has 9x(!) the discrete GPU marketshare as AMD. Nine times! AMD cutting prices would help them increase that.
- robertlagrant 2y agoAMD cutting prices won't affect the biggest thing: CUDA is the software basis of machine learning, and creates an effective hardware manufacturer monopoly. You have to buy Nvidia, to get a good CUDA experience.
- formerly_proven 2y agoYou're talking about a market where the ASP for AMD is like 450 bucks and NV has 10x the market share at a 50-60% higher ASP. Then you look at Intel Arc, which has an ASP somewhere in the 200 bucks range. I don't think these market shares are primarily dictated by economics and the commodified properties of GPUs (compute power etc.), but rather different things, like software. In any case, AMD is clearly focusing on data center applications and is starting to enjoy some inroads there.
- bryanlarsen 2y agoAMD would rather use their fab capacity to sell $20,000 MI300X's than $450 GPU's.
- formerly_proven 2y agoExactly.
- 2y ago
- epolanski 2y agoAMD stopped competing with Nvidia in pricing a decade ago. Even when they had a better product (more than a decade ago), Nvidia was still outselling AMD, think of the Nvidia Fermi and Tesla, and at higher margin. Since then they are just like "what's the point?" and AMD stopped bothering.
- nolist_policy 2y agoWait what? Over here a 24gb RX 7900 XTX costs 900€ while the RTX 4090 starts at 2500€.
- goda90 2y agoIntel is selling their dedicated ARC GPUs on razor thin margins to try to compete. I have one friend who got one for a Plex server which let's him support multiple transcoding streams with ease. Another friend just replaced their broken rtx2080 with one since it was cheap and they don't feel a need for cutting edge graphics.