They’re all pretty motivated, they’ve been motivated for years, and almost nothing is happening. This situation isn’t exactly a poster child for the Efficient Markets Hypothesis.
Every year just sounds like “Nvidia’s new consumer GPUs are adding new features, breaking previous performance ceilings, running games at huge resolutions and framerates. Their datacenter cards are completely sold out because they can spin straw into gold, and Nvidia continues to develop new AI and graphics techniques built on their proprietary CUDA framework (that no one else can implement). Meanwhile AMD has finally sorted out raytracing, and their consumer GPUs are… well not as good as Nvidia’s but they’re a better value if you’re looking for a competitor to one of Nvidia’s 60 or 70 line GPUs!”
Every year just sounds like “Nvidia’s new consumer GPUs are adding new features, breaking previous performance ceilings, running games at huge resolutions and framerates. Their datacenter cards are completely sold out because they can spin straw into gold, and Nvidia continues to develop new AI and graphics techniques built on their proprietary CUDA framework (that no one else can implement). Meanwhile AMD has finally sorted out raytracing, and their consumer GPUs are… well not as good as Nvidia’s but they’re a better value if you’re looking for a competitor to one of Nvidia’s 60 or 70 line GPUs!”