[dave_sullivan]

Intel and AMD had the opportunity in 2014 but they made a series of bad decisions that has put them waaaay far behind. Nervana was a bad move for intel and they've figured it out by now. AMD is deeply mismanaged and shareholders should lobby for change. OpenCL has been such a missed opportunity.

Nvidia will be hard to beat; they're going to be the next Intel.

[Lev1a]

> AMD is deeply mismanaged and shareholders should lobby for change

I don't know about that... Sure they've had to liquidate some things but that made them survive long for Ryzen and Vega to come out which has enabled them to claw their way out of the red and into the black for the first time in forever.

PS: Am I right to assume that by "bad decisions" you mean things like the "Bulldozer" architecture with that wonky resources-shared-between-cores-thing?

[dave_sullivan]

By "bad decisions" I mean they completely overlooked the enterprise market and machine learning when it should have been obvious. Ryzen and Vega have such small profit margins compared to Nvidia's enterprise lineup. And that's their other problem: they keep chasing low value markets. AMD's life in the black will be short lived. Maybe Intel will just end up buying them, but then what's in it for intel?

[Lev1a]

Intel most likely would not be allowed to buy AMD, something something monopoly, although a real lawyer could probably tell you more.

[kobeya]

> OpenCL has been such a missed opportunity.

Why? It’s really a shit api, hard to program for and hard to make efficient. I think AMDs problem is that they didn’t make their own tooling pipeline (and then hopefully make an open standard out of it). Instead they stuck with a crappy open standard with poor tooling because, well, it was the standard.

[dave_sullivan]

I should be more specific: Their strategy around getting people to use their cards for GPGPU is a missed opportunity, their OpenCL strategy being a component of that.

[kobeya]

Ah, agreed.