Ha, there are certainly plenty of companies that didn’t survive, and it possible someone comes along with eats NVIDIA’s lunch. AMD is certainly giving them a run for their money on the graphics side.
Problem is that nvidia has the brand strength now. AMD has to be significantly better than nvidia now to overcome the disadvantage.
AMD knows all too well. By every objective measure their server CPUs are the best right now and Intel still has a bigger market share anyway. Every time you think AMD should have easily grabbed the lions share of the market, they somehow don’t. People are stuck in their ways.
On the GPU side, they have to face an even stronger version of this and also have to contend with the reality that nVidia’s software stack and game developer partnerships are still stronger than AMD even it AMD GPU is technically strong.
I keep thinking this, but every time AMD seems to get close, Nvidia blows the doors off. There’s value to be had, but they just can’t compete on performance.
So, let me tell you about my 1990s investments in Sun Microsystems…
Ha, there are certainly plenty of companies that didn’t survive, and it possible someone comes along with eats NVIDIA’s lunch. AMD is certainly giving them a run for their money on the graphics side.
Problem is that nvidia has the brand strength now. AMD has to be significantly better than nvidia now to overcome the disadvantage.
AMD knows all too well. By every objective measure their server CPUs are the best right now and Intel still has a bigger market share anyway. Every time you think AMD should have easily grabbed the lions share of the market, they somehow don’t. People are stuck in their ways.
On the GPU side, they have to face an even stronger version of this and also have to contend with the reality that nVidia’s software stack and game developer partnerships are still stronger than AMD even it AMD GPU is technically strong.
I keep thinking this, but every time AMD seems to get close, Nvidia blows the doors off. There’s value to be had, but they just can’t compete on performance.