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by sangnoir
826 days ago
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> CUDA is a big reason for their moat. Zen 1 showed that absolute performance is not the end-all metric ( Zen lost on single-core performance vs Intel). A lot of people care for bang-for-buck metric. If AMD can squeak out good-enough drivers for cards with good-enough performance for a TCO[1] significantly lower than NVidia, they break Nvidia's current positive feedback cycle. 1. Initial cost and cooling - I imagine for AI data center usage, opex exceeds capex. |
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