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[haxxiy]

JEMC said:

haxxiy said:

Everyone and their mother wants to move away ASAP from Huang's insanely priced hardware. The thing is, they will want to replace Tesla GPUs with their own in-house product, not AMD's alternative.

And that's assuming generative AI proves to be a viable product, an AI winter soon due to diminishing returns in LLMs would screw AMD all the same. Nvidia too, but at least they'd have gaming to fall back into.

So, it doesn't matter what they do, they can't win. Yeah, it sucks to be AMD right now. 

I mean, look at Intel's revenue, it's way way higher than Nvidia's. AMD is competing for the server and professional CPU market, which isn't going anywhere.

The margins are smaller since that's a mature market but still.