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by AnthonyMouse 541 days ago
> It has also been quite a while since Zen+ and Zen 2. Those poured in money

Zen+ and Zen 2 were released in 2019. Their revenue in 2019 was only 2.5% higher than it was in 2011; adjusted for inflation it was still down more than 10%.

> they absolutely did not need to wait until they had more revenue than some chunk of Intel or until their debt was gone.

The premise of the comparison is that it shows the resources they have available. To make the same level of investment as a bigger company you either have to take it out of profit (not possible when your net profit has a minus sign in front of it or is only a single digit) or you have to make more money first.

And carrying high interest debt when you're now at much lower risk of default is pretty foolish. You'd be paying interest that could be going to R&D. Even if you want to borrow money in order to invest it, the thing to do is to pay back the high interest debt and then borrow the money again now that you can get better terms, which seems to be just what they did.

1 comments

I never said anything about wanting them to invest the same amount as nvidia or Intel. I think a handful of extra people could have made a big difference, in particular if some of them had the sole task of bringing their consumer cards into the support list.

It is so bad that they had major cards that were never on the support list for compute.

> You'd be paying interest that could be going to R&D.

Getting people to actually consider your datacenter cards, because they know how to use your cards, will get you more R&D money.