Nvidia is nearly 10x the size of AMD, and more focused on GPUs. That’s a lot of R&D, and if they keep outselling AMD 10:1 in GPUs that’s a big amortized development cost advantage.
That’s a big hill to climb, and (unlike Intel) they don’t seem to be sitting on their thumbs.
Intel used to be 20 times the size of AMD, and fully focused on CPUs.
I mean, companies have become lazy in the past. Maybe nvidia will just getting used to selling AI chips for $20k to companies and become lazy on the consumer origented GPU side, etc.
Nvidia is nearly 10x the size of AMD, and more focused on GPUs. That’s a lot of R&D, and if they keep outselling AMD 10:1 in GPUs that’s a big amortized development cost advantage.
That’s a big hill to climb, and (unlike Intel) they don’t seem to be sitting on their thumbs.
Intel used to be 20 times the size of AMD, and fully focused on CPUs.
I mean, companies have become lazy in the past. Maybe nvidia will just getting used to selling AI chips for $20k to companies and become lazy on the consumer origented GPU side, etc.