Bad management, bad luck, and usual market stuff. They’re going to do anything to cut costs.
Their R&D for new fab work is falling behind competitors (Technically better doesn’t matter if nobody is buying it), they’ve had a bunch of bad CPU releases with hardware failures, and they’ve got next to no market presence with GPUs which are currently making money hand over fist (Mostly for dumb AI reasons, which is going to bite Nvidia hard when the bubble pops, because their new datacenter hardware is hyper tuned for LLMs at the expense of general compute, unlike AMD).
their new datacenter hardware is hyper tuned for LLMs at the expense of general compute, unlike AMD
This is not true. The MI300X/MI325X are, if anything, even more tuned for AI. They’re missing ROPs when Nvidia’s datacenter GPUs (last I checked) still have them.
…And honestly the demand outside of AI is pretty small, anyway.
Also, CUDA has always been and will be the dominant compute API.
FYI. I’m not trying to shill Nvidia here. Screw them. The MI cards are better hardware anyway, just with a worse and more AI specialized software stack.
Bad management, bad luck, and usual market stuff. They’re going to do anything to cut costs.
Their R&D for new fab work is falling behind competitors (Technically better doesn’t matter if nobody is buying it), they’ve had a bunch of bad CPU releases with hardware failures, and they’ve got next to no market presence with GPUs which are currently making money hand over fist (Mostly for dumb AI reasons, which is going to bite Nvidia hard when the bubble pops, because their new datacenter hardware is hyper tuned for LLMs at the expense of general compute, unlike AMD).
This is not true. The MI300X/MI325X are, if anything, even more tuned for AI. They’re missing ROPs when Nvidia’s datacenter GPUs (last I checked) still have them.
…And honestly the demand outside of AI is pretty small, anyway.
Also, CUDA has always been and will be the dominant compute API.
FYI. I’m not trying to shill Nvidia here. Screw them. The MI cards are better hardware anyway, just with a worse and more AI specialized software stack.
Thanks.
Oh, actual graphic cards? Yeah, Intel was never good there. Fuck both the AI and cryptocurrency hype.