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by rafaelmn 639 days ago
I don't see why. AMD could buy a lot of free community work just by putting out a 32 GB version of their next gen flagship at around 1k. Not chasing the margin for a generation would buy them a decent amount of community support - they need it if they want to compete with Nvidia at any point.

Ahh I just saw OP was saying sub 100$ - yeah that's never going to happen.

2 comments

VRAM is such a small portion of the BOM that they could double it, keep the same margins, and the MSRP would only increase by like $300.

The problem isn't margin on the consumer cards, the problem is competing with their even higher margin workstation cards.

Thing is AMD can't have Nvidia margins because nobody supports them - take a hit for a generation on pro sales - get market/mind share and then you have a chance to play the same game.
> next gen flagship at around 1k

Have you seen GPU prices lately (last 5 years)? A RTX 4080 super with merely 16 GB of VRAM is at least 1k, there's no way a 32 GB next gen flagship would be released at this price range.

I don't see Nvidia canibalizing their server cash cow, but AMD has much less to lose and more to gain.