Stefan Mileschin

Swings and roundabouts.

While the cocaine nose-jobs of Wall Street sing the praises of AMD. Intel’s and Nvidia’s AI strategy, the tech press is less enthusiastic about the consumer GPU efforts.

While some AMD and Nvidia cards have been good, GPU sales haven't been pretty pants for both of them as consumers feel that the companies are not making good consumer cards any longer.

This is odd as many gamers had not been buying cards because of crypto-miners buying up all the GPUs to support their global Ponzi scheme. That bubble has not burst but is not viable and now more GPUs are available.

The AI boom made Nvida into a trillion-dollar company. AMD, which had not got its AI act together, lagged cke behind but will soon be catching up.

This leaves both in the position that they will make less money chasing consumer GPU sales than fitting out expensive AI setups.

Both companies will face shareholder pressure to move towards AI to feed data centre demand from Google, Microsoft, and Amazon. If both companies have AI products, it will create a bubble similar to the Crypto mining operations with resources only allocated there, leaving the consumer GPU as the second fiddle.

https://fudzilla.com/news/graphics/5...sumer-business