News for hackers. Stuff that matters.

A comment on Why Nvidia Keeps Winning: The Rise of an AI Giant. Parent comment

Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by Keyframe on Thursday July 06, 2023 @11:44PM (#36626831)
Yes, and that's a great ArtX doing and legacy tracing roots to SGI and Nintendo64 cooperation which ATI bought (into). However, it's not at all relevant since consumers aren't buying those for AMD GPUs, they are specialized (to consoles), and they're buying it for the brand of consoles themselves not because they have AMD GPU in it. Same parallel could then be drawn for intel's integrated GPUs. We're talking discrete GPU cards where market directly picks and chooses and it chose Nvidia that it's not even a contest anymore it seems. Even HPC area is done for almost.
[ Parent | on HN ]
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by photonerd on Friday July 07, 2023 @01:04AM (#36627393)
The market however IS buying those. The market has spoken, remember?
[ Parent | on HN ]
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by Keyframe on Friday July 07, 2023 @02:20AM (#36627912)
That's not how it works. But I'll bite since you seem to follow a religion here - you can follow market talks from other end, revenue. It tells the same story, eerily so in fact.
[ Parent | on HN ]
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by tomnipotent on Friday July 07, 2023 @07:13AM (#36630012)
> It tells the same story, eerily so in fact.

NVIDIA had $11bln in 2022 revenues from graphics vs. AMD's $6bln.

[ Parent | on HN ]
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by Keyframe on Friday July 07, 2023 @08:46AM (#36630876)
Nvidia has 7b per quarter, AMD 5b (out of which 1.7 are all GPUs including consoles)
[ Parent | on HN ]
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by scns on Friday July 07, 2023 @04:31AM (#36628890)
Place one and three of the Top500 are AMD powered, Nvidias' highest is position four.

https://top500.org/lists/top500/2023/06/

[ Parent | on HN ]
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant by Keyframe on Friday July 07, 2023 @05:43AM (#36629369)
Right, at the moment and that game changes all the time. However, we're talking share here where 5 out of top 10 are Nvidia (which also changes, yes - and not in favor of AMD but those "other" systems which are mostly under sanctions and can't buy Nvidia at scale). Top five accelerators / co-processors in TOP500 are Nvida per https://en.wikipedia.org/wiki/TOP500 . If you ask Nvidia they'll tell you 64-68% of TOP500 are Nvidia, but they count interconnect as well, not just GPU. Truth is somewhere down, probably within 1/3-1/2 area. It's really not hard to see AMD is putting up a fight, but against a giant. Nvidia outclassed AMD's sales in b2b as well as towards consumers by a big margin which is reflected both in revenue and ultimately market cap. Reason why that's so, since both are fabless, lies primarily within R&D Nvidia did execute on rather well - but that's just like my opinion, man. Everything else are facts.
[ Parent | on HN ]