| I did chuckle reading that, because yes it sounds ridiculous at first. Buuuut... > best in class APUs Best in class because no one else wants the market, there's no profit margin there (as AMD has proven). > open source support Just because you support it don't make it good. While I think it's lame Nvidia's stuff is closed source, they have such a superior eco-system that I'm willing to overlook it (along with most of industry). If AMD could somehow get around this, by having an open source ecosystem at parity or better than nvidia, they'd be golden. But as its stands, it's not enough to make a dent. > huge masses are buying them up mistakenly thinking they're nvidia Walk that back to "investors think the semiconductor industry is slightly more commoditized than it is and they're misjudging the current landscape" and yes. > a headline stealing new architecture that is stomping on Intel benchmarks Stealing headlines and stomping on single benchmarks does not a good product make. Jury's out on if they can come up with a winning flagship product, but I'm not holding my breath. Also, they need to focus on stomping Nvidia benchmarks; Intel is not their competitor. By relative market cap, it's like saying "yahoo is google's competitor". Nvidia is AMD's "big" competitor. Current CEO is an engineer (great!) but lacks the ability to see where things are heading; Nvidia's CEO founded the company. They need Jerry Sanders' younger clone back in there or something. |
Just because you care about AI doesn't mean anything about market size or even potential market size. GPUs are still niche compared to CPUs, GPGPUs even more so, and AI specialization is a fraction of that. I mean you're talking about a market measured in hundreds of millions today, a pittance compared to x86...and even assuming massive growth for a decade or more still couldn't catch up to the current market size for x86.
And as the only company in the world that is even legally allowed to compete with Intel on x86, they would be stupid to not try. The fact that they're catching headlines suggests that they actually have a chance of recapturing a portion of that $60B market...something unthinkable 3 years ago, especially for a company with yearly revenues lower than the monthly R&D spend of its competitor. To think that AMDs growth is entirely due to the market misjudging the level of commoditization of GPUs is absurd. If you're that confident of the market being so absurdly off base, some simple bets should put you in the Forbes 400 within a year or two. Get on it.