this post was submitted on 02 Dec 2024
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It was 8 years ago. AMD was on the verge of bankruptcy and Intel had been propping them up for years so they wouldn't have to deal with the government going after them for having a total monopoly. If Zen had been a failure AMD wouldn't have survived. I figured Intel had advanced stuff in the pipeline that they were just sitting on waiting for AMD to force their hand (because they were dicks like that). I was wrong.
I think we all thought that tbh. Intel let their hubris get them and this is the result.
They don't have innovation anymore, I don't know what they're doing and I don't think they do either.
I wish AMD would catch up in the GPU side of things so it wasn't such a monopoly with NVIDIA but I guess we'll see, I mean they did knock Intel down eventually so who knows maybe it's possible.
That would have gone truly horrible if AMD did go bankrupt, that would have been a really dark timeline for all of us.
Honestly, I hope AMD-s shift to focus on lower end cards is successful. It should be considering the xx60 series (and performance equivalent) cards make up like 50% of the entire consumer GPU hardware? At least I think it was around 50 the last time I tried to sum up all the percentages of the Steam hardware survey. There's definitely a huge market they can tap if they can bang-per-buck outprice Nvidia (and I guess also Intel). Maybe even bring down the ridiculous pricing of modern GPU-s.
They've been smart in continuing to invest in datacenter cards and investing in open compute tooling to support them. Nvidia is at the top of the world and has a long way to fall, so if they start restricting supply of datacenter GPUs or simply charging too much that leaves plenty of market for Intel and AMD both to feast on and build up healthy product stacks to eventually surpass Nvidia.
On the flipside Nvidia is smart to be diversifying right now. Their forays into GPU servers with custom ARM CPUs might become fruitful in the long term, plus their networking investments really allow them to build a unique and compelling datacenter package