[difosfor]

> I seriously wish Nvidia and AMD could merge now – a technology cross-licensing that takes advantages of each other’s fab capabilities is going to help a lot in bringing the cost of GPU cycles down much furthe.

Given Nvidia's track record I'd sooner imagine them just slacking off and overcharging more for lack of competition. I wish AMD would actually compete with them on GPUs (for graphics, not AI). Interestingly Intel seems to be trying to work up to that now.

[paulmd]

the reason NVIDIA has a lead right now is largely because they didn't slack off during the Maxwell era and kept iterating even after the 22nm/20nm node fell though. AMD decided that hey, we can't really afford this right now, and NVIDIA can't shrink either, right? But NVIDIA slipped in a major architectural iteration that was basically a full node worth of efficiency gains, and that really has put them in the position they are today.

Being able to take a trailing-node strategy during the Turing/Ampere years, being able to run a full node behind RDNA1/2 and use dirt-cheap Samsung crap and last-gen TSMC 16FF/14FFN while still fighting AMD to a standstill on efficiency is entirely the result of AMD slacking off.

AMD themselves have said they slacked off. Lost focus, is the quote.

https://www.youtube.com/watch?t=1956&v=590h3XIUfHg