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>its literally cheaper to make an entire new chipset than it is to fix AMd

Is it? Or does AMD expect to make a profit and it's cheaper to make your own chips at cost?

i mean its cheaper from an enterprise customer perspective. if a company is training an LLM, writing their training programs to use AMDs hardware instead of just using CUDA is so expensive and time consuming that it is cheaper to pay four times the price and use nvidia hardware. in this space its important to move fast, although that economic will shift over time

which is why nvidia hardware trades at a 4x premium to AMD

its not necessarily cheaper to make chips at cost either. nobody is making them, only designing them. so first you have to design your new chip, then you have to get a minimum order in with the chip fab so big it competes on unit economics, and then finally you have to get your dev team to write a CUDA equivalent software that is a problem so hard its only really been solved by apple, google, intel, and nvidia

only companies with big fab orders can get priority too.. if a company did all of the above and was ready to go, they probably wouldn't get fab capacity until 2030

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