AMD has better seemingly better hardware - but not the production capacity to compete with Nvidia yet. Will be interesting to see margins compress when real competition catches up.
Everybody thinks it’s CUDA that makes Nvidia the dominant player. It’s not - almost 40% of their revenue this year comes from mega corporations that use their own custom stack to interact with GPUs. It’s only a matter of time before competition catches up and gives us cheaper GPUs.
Everybody thinks it’s CUDA that makes Nvidia the dominant player. It’s not - almost 40% of their revenue this year comes from mega corporations that use their own custom stack to interact with GPUs. It’s only a matter of time before competition catches up and gives us cheaper GPUs.