CUDA’s moat is being undone by things like OpenAI Triton. Soon most ML code will be coded in interfaces that allow for any supported hardware vendor to run the code. AMD doesn’t have to replicate all of Nvidia’s work, especially when the industry has multiple giants all working on undoing Nvidia’s software moat.
Nvidia’s dominance won’t last forever, they have the advantage but one day all this AI hardware/software will be commoditized.
Don’t think there’s the same level of focus there. Even when it comes to AI, AMD is pushing hard with ROCm. Recently progress on that has rapidly accelerated. They’re getting deals for their upcoming data center products. In comparison, how much revenue can be expected to be made with gaming? Especially since to make a gaming GPU they sacrifice being able to make a more profitable CPU or HPC/AI Accelerator. Furthermore when you look at the size difference between AMD and Nvidia (Nvidia’s profits are greater than AMD’s entire revenue) you see why the current situation has occurred. There’s no way AMD can keep pace with Nvidia given their smaller, divided resources. Not an excuse, just the reality.
Lol this sub just has it out for RTG for a few months now. The most ridiculous takes get upvoted.