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It’s quite a good strategy to counteract the prevailing sense that “No one ever got fired for buying Nvidia GPUs”. AMD just doesn’t know how to compete with Nv
by andrewstuart 1y ago
It’s quite a good strategy to counteract the prevailing sense that “No one ever got fired for buying Nvidia GPUs”.
AMD just doesn’t know how to compete with Nvidia. The best it can do is charge 10% less and release GPUs about the same level of underwhelming performance as Nvidia.
Maybe they wouldn’t need to sell equity if they made better faster cheaper products than Nvidia.
But Lisa Su can’t bring herself to compete. Which is very strange because she brutally competed with and destroyed Intel.
- rvba 1y agoAt the end od the day it is not the CEO who invents / designs / builds the stuff. I mean, they could recognize that Nvdidia has better ecosystem and they could provide something similar (CEO's job is to set this), but saying "just make better chips" is kind of funny. I mean, I worked in companies where the CEO couldnt figure this out, but come on. It's AMD.
- findthewords 1y agoI think it's quite obvious why Lisa Su isn't motivated to financially crush her first cousin once removed. AMD is doing quite well in the CPU space and as such isn't even forced to compete in the GPU space. AMD could take market share from Nvidia, but they don't have to, because there is no one else who would take it either.
- andrewstuart 1y agoSo the “we’re so successful, we don’t need any more business, so we’re just cruising”, strategy eh? Doesn’t resonate for me as how most American companies do business.
- fooker 1y ago'American' companies have moved on to Fintech, hedge funds, real estate, and private equity. No big tech company now is run like an 'American' company. Take a look at the C suite and other leadership positions. Yes, AMD was doing that as long as Nvidia was mostly avoiding high performance CPUs. But with The Nvidia-Intel partnership all bets are off, hence you're seeing this deal now.
- thejohnconway 1y ago> But Lisa Su can’t bring herself to compete. Which is very strange because she brutally competed with and destroyed Intel. Maybe making cutting-edge GPUs is actually quite an engineering challenge, and not entirely down to the competitive will of the CEO?
- andrewstuart 1y agoAMD already make GPUs that are competitive with Nvidia at every tier except the very top end. It’s the positioning and pricing that isn’t competitive.
- Der_Einzige 1y agoAnd software
- Scene_Cast2 1y agoAre they competitive per Watt and per mm2 of die?
- jpadkins 1y agoYou think Nvidia's advantage on LLM is hardware? It's the software ecosystem around the GPU (that Nvidia took a decade+ to build) that is the advantage.
- archerx 1y ago>AMD just doesn’t know how to compete with Nvidia. They know exactly how to compete with Nvidia but choose not too. >But Lisa Su can’t bring herself to compete. Because she is colluding with her cousin Jensen.
- andrewstuart 1y ago“He’s my cuz so I’ll let him win the biggest business battle there is.” I dunno, doesn’t have the ring if credibility to it.
- manquer 1y agoDon’t know how it is with them, but can totally see it in an Asian family lol, especially with the added male/female dimension .
- archerx 1y agoYea, they have very naive views of collusion and nepotism. just because they can’t conceive of it happening means it can’t happen which is quite naive.
- archerx 1y agoGreat argument bro.
- tbrownaw 1y ago> and release GPUs about the same level of underwhelming performance as Nvidia. What's the standard that they're underwhelming relative to? I thought Nvidia was the current big fish there.
- f4uCL9dNSnQm 1y agoNVidia is terrible value for consumers when comparing their own offering from previous years. The graph from https://gamersnexus.net/gpus/great-nvidia-switcheroo-gpu-shrinkflation https://gamersnexus.net/gpus/great-nvidia-switcheroo-gpu-shr... shows how low/mid segments become weaker and weaker with each generation. Meanwhile AMD doesn't try to disturb the market, they keep their pricing at "price of similar NVidia card - $50". They aren't going to gain market share that way.
- mv4 1y agoUnlike Intel, Nvidia is family.