zlacker

>>mfigui+(OP)
Why would this not be AMD’s top priority among priorities? Someone recently likened the situation to an Iron Age where NVIDIA owns all the iron. And this sounds like AMD knowing about a new source of ore and not even being willing to sink a single engineer’s salary into exploration.

My only guess is they have a parallel skunkworks working on the same thing, but in a way that they can keep it closed-source - that this was a hedge they think they no longer need, and they are missing the forest for the trees on the benefits of cross-pollination and open source ethos to their business.

>>btown+y6
Why do you think running after nVidia for this submarket is a good idea for them? The AMD GPU team isn't especially big and the development investment is massive. Moreover, they'll have the opportunity cost for projects they're now dominating in (all game consoles for example).

Do you expect them to be able to capitalize on the AI fad so much (and quickly enough!) that it's worth dropping the ball on projects they're now doing well in? Or perhaps continue investing into the part of the market where they're doing much better than nVidia?

>>izacus+r9
If the alternative it to ignore one of the biggest developing markets then yeah, maybe they should start trying to catch up. Unless you think GPU compute is a fad that's going to fizzle out?

>>jandre+Qa
One of the most important decisions a company can do, is to decide which markets they'll focus in and which they won't. This is even true for megacorps (see: Google and their parade of messups). There's just not enough time to be in all markets all at once.

So, again, it's not at all clear that AMD being in the compute GPU game is the automatic win for them in the future. There's plenty of companies that killed themselves trying to run after big profitable new fad markets (see: Nokia and Windows Phone, and many other cases).

So let's examine that - does AMD actually have a good shot of taking a significant chunk of market that will offset them not investing in some other market?

>>izacus+Ob
AMD is literally the only company on the market poised to exploit the explosion in demand for GPU compute after nVidia (sorry Intel). To not even really try to break in is insanity. nVidia didn't grow their market cap by 5x over the course of a year because people really got into 3D gaming. Even as an also ran on the coat tails of nVidia with a compatibility glue library the market is clearly demanding more product.

>>jandre+Hg
They are breaking in, though. By all accounts, MI300s are being sold as fast as they can make them.