Because AI is a fusion of software and hardware and Nvidia is setup to develop both. AMD is an advanced hardware company, but a weak software one so it simply can't compete in anything where it would need to develop the software as well as the hardware.
It is sad that we are witnessing something like a monopoly. But I have no choice but to also buy gpus with CUDA support for my project. NVIDIA deserve this growth, anyway.
They basically do have a monopoly in all of the major markets they are in. They bet on CUDA early and it has more than paid for itself. Intel's OneAPI is pretty good, and if they keep on developing and investing it'll become a more broad replacement. They have to convince users that it's worth recompiling for no matter what though so it will take much more hardware availability.
As a SOXX shareholder, I appreciate the stock uptick. As a gamer, given the lackluster improvements in the 4000 series gaming GPUs, I want to see nVidia fail so hard on their guidance. Maybe they'll make so much money on higher margin A.I. chips, but when they're dependant on gaming GPU revenue again, I hope every gamer shuns them.
Hope for competition, not failure. We need multiple healthy companies in this space. Maybe this will even give Intel another opening in discrete graphics.
Problem is that Intel is losing money with current gen GPUs. And they need to double the price of the their next gen GPUs if they want to get normal Intel 80% + profit margin. But hopefully they get their GPUs working. Even expensive competitor is better than no competition. All in all it does not look good for Intel. Are people willing to take risk and pay double current Intel prices to buy GPU from them, because drivers still are problematic, though getting better little by little.
There is always the option of just not playing as many games that need a high end video card. My gaming is pretty limited as I have other things to devote my time to these days, but I can say that you can be amused and kill lots of time on very modest, low-end hardware if you keep your expectations in check and are careful about titles you select. Doing so not only keeps your current PC alive longer, it reduces your power consumption (iGPU okay for gaming really), cuts down on e-waste, and can positively impact cooling your home if you live in a warmer climate where air condition is important. Furthermore, you can stick it to companies like NV as well as lord your superior thinking over the gaming rabble that insists on burning 1kw of power to keep themselves busy when you can instead sip power with a 60w laptop PSU while laughing all the way to the bank at their cluelessness.
Nvidia invested in CUDA for decades, seems to be paying off. Intel was so much focused on getting into the mobile market that they are even losing their core businesses. Current CEO seems to be obsessed with foundry service and doesn't care about anything else. Nvidia and Intel are case studies. AMD always targets for a small second place, sure they got lucky with Intel's mistakes in CPUs.
The irony is nVidia and Apple, seemingly the two most valuable companies in the world, would be totally wiped out if China invades Taiwan and TSMC is overtaken, while Intel would get along fine.
As an devils advocate I would predict that Nvidia and Apple would make "better" deal with Chinese TSMC if that would happen... In the short run. Of course those TCMS factories would be wrecked it China would decide to conquer Taiwan. And international bad will would be really bad for some time.
All in all it would be really bad to electronic industry. The prices would sky rocket because it would takes yours to build the production capacity back somewhere in the world.
Doesn't Samsung have a huge foundry in Austin as well as several in Korea that would just get the business instead of TSMC? They'd probably just outbid the smaller players using Samsung right now....
I know they've *started* decentralizing where all the critical fabs and factories are (i.e. anywhere but right off the Chinese coast), but really, people should have seen this coming for decades now. It might be too late.
Hindsight is 20/20. We built a goliath economic powerhouse in a guaranteed communist country with grandeur of capitalism. Overly consumer focused with no consideration to national or world-security at a time the cold war was still raging. American politics, while well meaning in that we want to spread democracy and freedom throughout the world, is a concept historically not well adopted through societies with generations of iron fist rule.
I have no idea what we were thinking in China because there was never a path to installing a pro-democracy government. No different than Russia for that matter. Politicians here are tone deaf when it comes to understanding Russian and Chinese culture because the majority of them are xenophobic filth that could care less about any culture or religion than their own.
China as "the enemy" is a completely narrow-minded way to think of the new world. They should be considered partners and allies in promoting a militarily-peaceful world (ie, policing) and a technologically advancing civilization. And perhaps maybe that's what is actually going on after all, despite the rhetoric to the contrary. I mean, if you take a step back, what is the actual real chance of global war between the two most prosperous countries in human history? What would be the point?
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StevoLincolnite - Thursday, May 25, 2023 - link
Makes you wonder how AMD hasn't been able to capitalize on Radeon and A.I like nVidia has.Dribble - Thursday, May 25, 2023 - link
Because AI is a fusion of software and hardware and Nvidia is setup to develop both. AMD is an advanced hardware company, but a weak software one so it simply can't compete in anything where it would need to develop the software as well as the hardware.del42sa - Friday, May 26, 2023 - link
because of software ecosystemLogin - Thursday, May 25, 2023 - link
It is sad that we are witnessing something like a monopoly. But I have no choice but to also buy gpus with CUDA support for my project. NVIDIA deserve this growth, anyway.thestryker - Thursday, May 25, 2023 - link
They basically do have a monopoly in all of the major markets they are in. They bet on CUDA early and it has more than paid for itself. Intel's OneAPI is pretty good, and if they keep on developing and investing it'll become a more broad replacement. They have to convince users that it's worth recompiling for no matter what though so it will take much more hardware availability.Golgatha777 - Thursday, May 25, 2023 - link
As a SOXX shareholder, I appreciate the stock uptick. As a gamer, given the lackluster improvements in the 4000 series gaming GPUs, I want to see nVidia fail so hard on their guidance. Maybe they'll make so much money on higher margin A.I. chips, but when they're dependant on gaming GPU revenue again, I hope every gamer shuns them.voicequal - Thursday, May 25, 2023 - link
Hope for competition, not failure. We need multiple healthy companies in this space. Maybe this will even give Intel another opening in discrete graphics.haukionkannel - Friday, May 26, 2023 - link
Problem is that Intel is losing money with current gen GPUs. And they need to double the price of the their next gen GPUs if they want to get normal Intel 80% + profit margin. But hopefully they get their GPUs working. Even expensive competitor is better than no competition.All in all it does not look good for Intel. Are people willing to take risk and pay double current Intel prices to buy GPU from them, because drivers still are problematic, though getting better little by little.
PeachNCream - Friday, May 26, 2023 - link
There is always the option of just not playing as many games that need a high end video card. My gaming is pretty limited as I have other things to devote my time to these days, but I can say that you can be amused and kill lots of time on very modest, low-end hardware if you keep your expectations in check and are careful about titles you select. Doing so not only keeps your current PC alive longer, it reduces your power consumption (iGPU okay for gaming really), cuts down on e-waste, and can positively impact cooling your home if you live in a warmer climate where air condition is important. Furthermore, you can stick it to companies like NV as well as lord your superior thinking over the gaming rabble that insists on burning 1kw of power to keep themselves busy when you can instead sip power with a 60w laptop PSU while laughing all the way to the bank at their cluelessness.sseemaku - Thursday, May 25, 2023 - link
Nvidia invested in CUDA for decades, seems to be paying off. Intel was so much focused on getting into the mobile market that they are even losing their core businesses. Current CEO seems to be obsessed with foundry service and doesn't care about anything else. Nvidia and Intel are case studies. AMD always targets for a small second place, sure they got lucky with Intel's mistakes in CPUs.del42sa - Friday, May 26, 2023 - link
now, they can make a new aqusition, Intel corp. .-)Samus - Friday, May 26, 2023 - link
The irony is nVidia and Apple, seemingly the two most valuable companies in the world, would be totally wiped out if China invades Taiwan and TSMC is overtaken, while Intel would get along fine.haukionkannel - Friday, May 26, 2023 - link
As an devils advocate I would predict that Nvidia and Apple would make "better" deal with Chinese TSMC if that would happen... In the short run. Of course those TCMS factories would be wrecked it China would decide to conquer Taiwan. And international bad will would be really bad for some time.All in all it would be really bad to electronic industry. The prices would sky rocket because it would takes yours to build the production capacity back somewhere in the world.
webdoctors - Friday, May 26, 2023 - link
Doesn't Samsung have a huge foundry in Austin as well as several in Korea that would just get the business instead of TSMC? They'd probably just outbid the smaller players using Samsung right now....blppt - Friday, May 26, 2023 - link
I know they've *started* decentralizing where all the critical fabs and factories are (i.e. anywhere but right off the Chinese coast), but really, people should have seen this coming for decades now. It might be too late.Samus - Saturday, May 27, 2023 - link
Hindsight is 20/20. We built a goliath economic powerhouse in a guaranteed communist country with grandeur of capitalism. Overly consumer focused with no consideration to national or world-security at a time the cold war was still raging. American politics, while well meaning in that we want to spread democracy and freedom throughout the world, is a concept historically not well adopted through societies with generations of iron fist rule.I have no idea what we were thinking in China because there was never a path to installing a pro-democracy government. No different than Russia for that matter. Politicians here are tone deaf when it comes to understanding Russian and Chinese culture because the majority of them are xenophobic filth that could care less about any culture or religion than their own.
Farfolomew - Saturday, May 27, 2023 - link
Regarding your last sentence, talk about irony when saying America wants to spread democracy, lol.Farfolomew - Saturday, May 27, 2023 - link
China as "the enemy" is a completely narrow-minded way to think of the new world. They should be considered partners and allies in promoting a militarily-peaceful world (ie, policing) and a technologically advancing civilization. And perhaps maybe that's what is actually going on after all, despite the rhetoric to the contrary. I mean, if you take a step back, what is the actual real chance of global war between the two most prosperous countries in human history? What would be the point?CHADBOGA - Friday, May 26, 2023 - link
If the forum mods could unban me that would be good. I have served my time.Samus - Saturday, May 27, 2023 - link
tree fiddyYongsta - Friday, May 26, 2023 - link
Around 10-11 years ago I told a Samsung exec they should look into acquiring Nvidia and ARM when the latter two were much smaller companies.Farfolomew - Saturday, May 27, 2023 - link
Absolutely nuts. NVidia could sell 1% of their stock and make nearly as much as a whole year's worth of revenue.tafreire - Monday, May 29, 2023 - link
Have you imagine if the CEO of Nvidia was Pat Gelsinger (from Intel)?