Samsung expected to report 80% profit plunge as losses mount at chip business

Re:Samsung expected to report 80% profit plunge as losses mo... by p1esk on Tuesday October 10, 2023 @10:25AM (#37832526)

Instead, AMD and Intel saw a cash cow. And those aren't small, ignorable competitors.

AMD and Intel have been trying hard to compete with Nvidia for a while now. I mean in AI accelerator market. Little success so far.

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Re:Samsung expected to report 80% profit plunge as losses mo... by ethbr1 on Tuesday October 10, 2023 @01:17PM (#37834786)

I'd say AMD and Intel have been focused on their CPU businesses.

If AMD had been really interested (from a corporate strategic level) in the GPGPU market, their driver/library team would be a lot bigger.

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Re:Samsung expected to report 80% profit plunge as losses mo... by gpapilion on Tuesday October 10, 2023 @01:54PM (#37835237)

AMD was but focused on hpc instead on ml. They have very large installations, but the card is tuned for fp32+ calculations not lower precisions like NVIDIA.

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Re:Samsung expected to report 80% profit plunge as losses mo... by ethbr1 on Tuesday October 10, 2023 @05:45PM (#37838025)

The other side effect of HPC, I assume, is that compatibility and dev tooling are non-concerns.

You provide a BLAS implementation, and your primary customer can take it from there.

As opposed to Nvidia's current market, which spans HPC to AWS/Azure/GCP to corporate datacenter to "I followed the directions on Reddit" personal machines.

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