Nvidia's earnings are up 206% from last year as it continues riding the AI wave

Re:Nvidia's earnings are up 206% from last year as it contin... by automatic6131 on Tuesday November 28, 2023 @11:31AM (#38447536)

AMD's Radeon group has, by any definition, kept up. In gaming, in the tier of cards that people actually buy, they trade blows with NVidia.

But making a GPU is hard. Making a good GPU is even harder. This becomes a chicken and egg problem. If NVidia's hardware has quirks, and you're a game developer, you optimize your game for Nvidia's hardware. If someone else tries and builds a GPU, they discover that many, popular, games run like sh*t. Because of tens of years of strange workarounds to ship a game, drivers rewrite commands for specific games, game devs abuse the directx spec or do it wrong.

However, Nvidia set out 10-15 years ago to corner the professional general purpose GPU compute market with a software layer called CUDA. Software was written and optmised for CUDA, and not any other generic graphics library for reasons I don't know (I'm not a graphics developer, just a gamer). So now Nvidia enjoys a moat in gpGPU (as it was called).

[ Parent | on HN ]

Re:Nvidia's earnings are up 206% from last year as it contin... by rmckayfleming on Tuesday November 28, 2023 @11:42AM (#38447722)

I do wonder how much of an impact the PS5 and Xbox Series have on this though since they both have RDNA2 GPUs. Consoles tend to face higher optimization pressure, especially as the generation wears on. It might be why AMD has kept so competitive in gaming as of late.

[ Parent | on HN ]