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llm_trw01/21/20252 repliesview on HN

>NVidia would have to seriously fumble.

Worked for AMD in the CPU market.

That said I'm deeply worried about anyone whose based their company on amd gpus. The only reason why they do well in hpc is because there's an army of dreadfully underpaid and over performing grand students to pick up the slack from AMD. Trying to do that in a corporate environment is company suicide.


Replies

sangnoir01/21/2025

> That said I'm deeply worried about anyone whose based their company on amd gpus

Sony Interactive and Microsoft XBox seem to be doing great without an army of underpaid students. AMD does great at the top and bottom: the corporates in the middle that are unwilling or unable to pay people to author/tweak their software for AMD GPUs will do better going with Nvidia, which has great OOTB software, and a premium to go with it.

I suppose if AMD had infinite resources, it'd fix this post-haste.

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modeless01/21/2025

TSMC is more responsible for AMD's success vs. Intel than AMD is. Unfortunately for AMD, Nvidia uses TSMC too.

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