I mean locking customers long term is probably better, but a certain % of product still vould be sold for a spot price? This made me wonder what is the optimum split on that - obviously depends on your market placement, but isnt nvidia basically a monopoly now?
Have you seen their pricing? They are robbing everyone and selling out quickly. I don't think "auctions" are going to add much to thee bottom line.
Nvidia effectively created this AI world by building tooling and software for something we didn't know existed up until not too long ago. AI was created on the shoulders of the work that was done.
AMD wasn't taking the risk on the unknown, for whatever reason.
Water under the bridge. The ship is certainly busy course correcting now. Give it some time.
I'm sure people said that too and look at where we are at today.
Core performance has always been a thing.