https://threadreaderapp.com/thread/1809135345683841050
This should be the article link. As a non-X user the message thread in the original post doesn't work.
Apologies - it didn’t cross my mind!
I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
11–20 of 139 posts
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#12> I seriously wish Nvidia and AMD could merge now – a technology cross-licensing that takes advantages of each other’s fab capabilities is going to help a lot in bringing the cost of GPU cycles down much furthe.
Given Nvidia's track record I'd sooner imagine them just slacking off and overcharging more for lack of competition. I wish AMD would actually compete with them on GPUs (for graphics, not AI). Interestingly Intel seems to be trying to work up to that now.
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#13People 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.
I think I'm not adequately understanding your comment. Nvidia has huge software teams building accelerators that optimize application of their GPUs for all kinds of applications. They also now offer their own "cloud" and have partnered with the hyperscalers for integration as well as GTM. Those same hyperscalers are also almost unilaterally driving Nvidia's growth the past few years. The cloud market is still growing and will continue to do so. Nvidia's consumer business almost doesn't matter anymore.
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#14People 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.
>Once Apple or Microsoft have a fast enough chip (TOPs wise), nobody will care about nvidia lead except in the datacenter.
thats gonna take a while
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#15I love this insider view into this interesting point in computing history, especially about AMD. However, I was a little put off by the glorification of nVidia's shady practices and lock-in policies as key to their current leading position. While technically true, I dislike "ends justify the means"-style thinking. All this as the OP glorifies AMD's engineering and grit-based culture to drive through all though tough…
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.
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#16Back 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.
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#17> We were always engineering-led and there was a lot of hubris... So, long story short is that most engineers, especially ones as fanboyish as this, are wildly out of place in decision making and can't see the forest for the trees? It doesn't seem that surprising.
> So, long story short is that most engineers, especially ones as fanboyish as this, are wildly out of place in decision making and can't see the forest for the trees?
My experience is rather that people who are passionate about engineering simply have a very different "taste" in hardware and buying decisions than other groups. So they see the forest insanely well, but they see very different paths through this forest than other people (say analysts or the general population) do.
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#18I love this insider view into this interesting point in computing history, especially about AMD. However, I was a little put off by the glorification of nVidia's shady practices and lock-in policies as key to their current leading position. While technically true, I dislike "ends justify the means"-style thinking. All this as the OP glorifies AMD's engineering and grit-based culture to drive through all though tough…
Yeah, I really feel like AMD is struggling with the software aspect. Even back when they were ATI and AMD bought them, the ATI drivers were garbage compared to Nvidia (from my PC gaming experience). After a few AMD and ATI cards, I just accepted the Nvidia tax, where my cards are more expensive and on paper worse, but in practice worked better.
I'm really surprised AMD isn't throwing a whole bunch of money on emulating CUDA. If they could "just" make CUDA work on AMD cards, it feels like Nvidia's position would be severely weakened.
Kind of like how Valve invested heavily into Proton and now gaming on Linux is pretty much fine.
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#19Why is AMD green on that graph and Nvidia red.......
AMD used to be green and nVidia... idk, maybe because they are more like dealing with the devil nowadays :)
Re: I was at AMD in the mid-late 2000s helping design CPU/APU/GPUs
#20Back 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.