AMD's valuation is 1/5th of Nvidia now. They've done amazing in the last 5 years in the CPU market but have absolutely missed the boat on a _trillion_ dollar valuation because they didn't put enough effort into the GPGPU market. This is all the while being 1 of 2 companies in the world that was best positioned to capitalise.
I like Dr. Su, she's an amazing CEO and has stuck it to Intel. But Intel wasn't the one they should've been spending all their effort on.
Hopefully they realise this because Nvidia selling GPUs for 40k can only go on for so long.
I like Dr. Su, she's an amazing CEO and has stuck it to Intel. But Intel wasn't the one they should've been spending all their effort on.
Hopefully they realise this because Nvidia selling GPUs for 40k can only go on for so long.