AMD just doesn’t know how to compete with Nvidia. The best it can do is charge 10% less and release GPUs about the same level of underwhelming performance as Nvidia.
Maybe they wouldn’t need to sell equity if they made better faster cheaper products than Nvidia.
But Lisa Su can’t bring herself to compete. Which is very strange because she brutally competed with and destroyed Intel.
Maybe making cutting-edge GPUs is actually quite an engineering challenge, and not entirely down to the competitive will of the CEO?
It’s the positioning and pricing that isn’t competitive.
What's the standard that they're underwhelming relative to? I thought Nvidia was the current big fish there.
Meanwhile AMD doesn't try to disturb the market, they keep their pricing at "price of similar NVidia card - $50". They aren't going to gain market share that way.
I mean, they could recognize that Nvdidia has better ecosystem and they could provide something similar (CEO's job is to set this), but saying "just make better chips" is kind of funny.
I mean, I worked in companies where the CEO couldnt figure this out, but come on. It's AMD.
They know exactly how to compete with Nvidia but choose not too.
>But Lisa Su can’t bring herself to compete.
Because she is colluding with her cousin Jensen.
I dunno, doesn’t have the ring if credibility to it.
Doesn’t resonate for me as how most American companies do business.
Yes, AMD was doing that as long as Nvidia was mostly avoiding high performance CPUs.
But with The Nvidia-Intel partnership all bets are off, hence you're seeing this deal now.