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by formerly_proven
504 days ago
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You're talking about a market where the ASP for AMD is like 450 bucks and NV has 10x the market share at a 50-60% higher ASP. Then you look at Intel Arc, which has an ASP somewhere in the 200 bucks range. I don't think these market shares are primarily dictated by economics and the commodified properties of GPUs (compute power etc.), but rather different things, like software. In any case, AMD is clearly focusing on data center applications and is starting to enjoy some inroads there. |
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