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Even if they put out some super high memory models and just pass the ram through at cost it would increase sales -- potentially quite dramatically and increase
by nullc 1y ago
Even if they put out some super high memory models and just pass the ram through at cost it would increase sales -- potentially quite dramatically and increase their total income a lot and have a good chance of transitioning to being a market leader rather than an also-ran.
AMD has lagged so long because of the software ecosystem but the climate now is that they'd only need to support a couple popular model architectures to immediately grab a lot of business. The failure to do so is inexplicable.
I expect we will eventually learn that this was about yet another instance of anti-competitive collusion.
- doctorpangloss 1y agothe whole RAM industry was twice sanctioned for price fixing, so I agree: any business that deals with RAM has, more likely than other industries by a lot, anti-competitive collusion
- zargon 1y ago> The failure to do so is inexplicable. Lisa and Jensen are cousins. I think that explains it. Lisa can easily prove me wrong by releasing a high-memory GPU that significantly undercuts Nvidia's RTX 6000 Pro.