Comment Comment by almostgotcaught Absolutely none of this comment is based on fact or reason.> I don't see it. Large customers are choosing AMD over nVidia.Please show me term sheets of contracts signed with "large customers". Please include net, gross, and recurring revenue.> diminishing returns to their software workMakes zero sense: software penetration follows power laws (network effects etc) not exponential decay laws.> If AMD performance per dollar is 10% better at the hardware level, and their software performance is 90% of that of nvidia they are ahead.Again: you cannot fathom how enormous that "if" there is so I highly recommend you actually go look at the impl to get a sense. parent almostgotcaught 2 years ago
> I don't see it. Large customers are choosing AMD over nVidia.
Please show me term sheets of contracts signed with "large customers". Please include net, gross, and recurring revenue.
> diminishing returns to their software work
Makes zero sense: software penetration follows power laws (network effects etc) not exponential decay laws.
> If AMD performance per dollar is 10% better at the hardware level, and their software performance is 90% of that of nvidia they are ahead.
Again: you cannot fathom how enormous that "if" there is so I highly recommend you actually go look at the impl to get a sense.