Xbox, Playstation, and Steam Deck seem to be doing pretty nicely with AMD.
AMD make excellent graphics hardware, and the graphics tools are also fantastic. AMD's pricing and market positioning can be questionable but the hardware is great. They're not as strong with machine learning tasks, and they're in a follower position for tensor acceleration, but for graphics they are very solid.
> graphics is just dead and AMD and NVIDIA should throw everything else they do in the bin to chase the LLM bag
No graphics means that games of the future will be like:
"You have been eaten by a ClautGemPilot."
1. Both AMD and NVIDIA have "tensorcore" ISA instructions (ie real silicon/data-path, not emulation) which have zero use case in graphics
2. Ain't no one playing video games on MI300/H100 etc and the ISA/architecture reflects that
> but for graphics they are very solid.
Hmmm I wonder if AMD's overfit-to-graphics architectural design choices are a source of friction as they now transition to serving the ML compute market... Hmmm I wonder if they're actively undoing some of these choices...
Nvidia 15 years ago was overfit to graphics. Nvidia just made smarter choices, sold more hardware and re-invested their winnings into software and improving their hardware. Now they're just as good at GPGPU with a stronger software stack.
AMD has struggled to be anything other than a follower in the market and has suffered quite a lot as a result. Even in graphics. Mesh shaders in DX12 was the result of NVIDIA dictating a new execution model that was very favorable to their new hardware while AMD had already had a similar (but not perfectly compatible) system since the Vega called primitive shaders.
No wonder nobody on this site trusts AMD.