They're a typical hardware maker unable to focus on software, which is why NVIDIA is now a multi-trillion dollar corporation and AMD is "just" a few hundred billion.
They've focused too much on CPUs and completely dropped the ball on AI and compute accelerators.
It's especially sad considering that the MI300 and related accelerators on paper are competitive with NVIDIA hardware, it's just that they have nowhere near the same software stack, so nobody cares.
Yeah, remember when 4 core 8 threads were the high-end CPUs until AMD Ryzen came out? If AMD didn't do their best job then we're still stuck with the norm of 4 cores for more years as I can imagine.
AMD has to fight both Intel and Nvidia in the market. It chose to take on Intel and clearly it was a wise decision. You can’t win if you fight every battle at once against much stronger opponents.
And don’t get me started on the valuation of companies riding the AI bubble.
They're a typical hardware maker unable to focus on software, which is why NVIDIA is now a multi-trillion dollar corporation and AMD is "just" a few hundred billion.
They've focused too much on CPUs and completely dropped the ball on AI and compute accelerators.
It's especially sad considering that the MI300 and related accelerators on paper are competitive with NVIDIA hardware, it's just that they have nowhere near the same software stack, so nobody cares.