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Is he really trying to say that AMD had a superior product in the Core 2 Duo era and Intel was only dominating due to marketing? It's hard to take any of the rest of his opinions seriously when he starts with that take
Earlier quoted context omitted.
Nvidia was pushing CUDA forward for over a decade before it started getting serious commercial traction. It's not like they blocked anyone else from developing viable GPGPU tech, they were just the only ones pushing it. For like 8 years their drivers on Linux were a nightmare and AMD could have come in and done better.
The obvious issue with both your points is that NVidia's competitors did do as such. AMD has had workable Linux drivers for many years now and there were numerous alternatives to CUDA pushed.
Back in 2015, AMD was trading at $2.40 and Nvidia at about 50 cents (accounting for stock splits). 1000 USD invested then would be ~$70,000 and ~$256,000 respectively today.
Let's be frank. Nobody invests on the market nowadays, the correct verb is BET.
I should‘ve BET 50% my portfolio.
Minor curiosity point.... Does anyone know why engg has two g's here? I'm sure it mean engineering but i've never seen that abbreviation, he motioned he's from India, is that where this comes from or is it just an individual quirk?
Earlier quoted context omitted.
The obvious issue with both your points is that NVidia's competitors did do as such. AMD has had workable Linux drivers for many years now and there were numerous alternatives to CUDA pushed.
A common talking point is that CUDA is a formidable moat for Nvidia, but - as someone who has never done AI dev - I'm curious to understand what makes CUDA so sticky. From an outsider perspective it looks like a re-run of DirectX vs. everything else but AI is not like gaming and end users often don't have to run the model themselves. So it seems like the network effects should be less than that for a graphics APIs.
Like, I started using CUDA (through frameworks) over ten years ago, and basically nobody has come up with anything competitive since then.
People keep yelling about nvidia stock but that feels like a huge bubble. AI disillusionment will hit and the stock will implode. Nvidia hasn’t made any inroads on producing actual systems, just gpus. Once Apple or Microsoft have a fast enough chip (TOPs wise), nobody will care about nvidia lead except in the datacenter. Seems like a failing position to me.
DGX is a complete data center from Nvidia where Nvidia is the supplier of everything themselves:
- CPU+GPU from Nvidia - Rack from Nvidia - Interconnects + networking from Nvidia - SW from OS to application framework from Nvidia
The only thing Nvidia really needs partners with DGX is memory (RAM + SSD).
One reason Nvidia's margins are so high is because they provide the whole data center so while competition has to split margins (AMD/Intel + SMCI/DELL + Broadcom/Arista + Cray/HPE).
Minor curiosity point.... Does anyone know why engg has two g's here? I'm sure it mean engineering but i've never seen that abbreviation, he motioned he's from India, is that where this comes from or is it just an individual quirk?
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On the GPU area AMD lost, and will continue to lose to Nvidia, because they don't seem to get a grip on Software and Drivers. And that does not bode well for their long time CEO.
MI300x is doing quite well. https://chipsandcheese.com/2024/06/25/testing-amds-giant-mi3... https://www.nscale.com/blog/nscale-benchmarks-amd-mi300x-gpu...
"...But we must now talk about the elephant in the room, and that is AMD’s software stack. While it is absolutely night and day from where it was when we tested MI210, ROCm is nowhere near where it needs to be to truly compete with CUDA..."
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This should be the article link. As a non-X user the message thread in the original post doesn't work.
It's insane how Twitter of late is weaponizing "doesn't exist" and "cannot display" messages as loginwall and impressions control. It won't reproduce at the side of first class citizens with industrialized means of buzzing, so posters won't notice until subhuman class gather and speak up outside of the system. Crazy stuff.
For example, if you try to load Twitter in Firefox incognito, it will say "Error" and then lower say "Firefox incognito is known to cause issues with X.com" as if to move the blame away from themselves, when in actuality they are specifically detecting and blocking browsers in order to deter privacy.
Earlier quoted context omitted.
Let's be frank. Nobody invests on the market nowadays, the correct verb is BET.
I have been reading this comment since early 2000s. If I was old enough, I probably would have heard this comment being made in the late 1990s. As well as the 1980s. And probably before that too.
It’s a bet because it’s risky “capital is at risk”,“value of investments can go down as well as up” etc. As opposed to a savings account which is far far less risky enough that it’s not really a bet.