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by chii 395 days ago
> AMD's increased funding towards compatability and TPU development

no investor is going to bet on the second-place horse. Because they would've done the betting _before_ nvidia became the winning powerhouse that it has become!

The fact is, AMD's hardware capability is just insufficient to compete, and they're not getting there fast enough - unlike the games industry, there's not a lot of low budget buyers here.

2 comments

> Because they would've done the betting _before_ nvidia became the winning powerhouse that it has become!

Right, isn't that an argument to stop investing in nvidia, and hedge your bets by investing in current second-place horse in case it becomes the winning horse?

Assuming of course you think AMD has even a slight chance of becoming that winning horse.

The fact is, AMD's stock price pre-chatgpt kinda tracks nvidia's.

But post chatgpt release, they diverged[0]. And this is what i am talking about regarding the betting before nvidia became the winning horse. Aint nobody betting on AMD any more.

[0] https://finance.yahoo.com/chart/AMD#eyJsYXlvdXQiOnsiaW50ZXJ2...

AMD is hindered more by their software and network effects than raw hardware performance.