I suppose this is one of the reasons (besides AMD dropping the ball) they aren't even trying to be competitive in the gaming market - they can sell the same mm2 silicon area for much more to AI startups:
"There's a full blown run on GPU compute on a level I think people do not fully comprehend right now. Holy cow.
I've talked to a lot of vendors in the last 7 days. It's crazy out there y'all. NVIDIA allegedly has sold out its whole supply through the year. So at this point, everyone is just maximizing their LTVs and NVIDIA is choosing who gets what as it fulfills the order queue." [0]
"There's a full blown run on GPU compute on a level I think people do not fully comprehend right now. Holy cow.
I've talked to a lot of vendors in the last 7 days. It's crazy out there y'all. NVIDIA allegedly has sold out its whole supply through the year. So at this point, everyone is just maximizing their LTVs and NVIDIA is choosing who gets what as it fulfills the order queue." [0]
[0] https://twitter.com/Suhail/status/1683642991490269185