There is probably one employee - either a direct report of Su's or maybe one of her grandchildren in the org chart - who needs to "get it". If they replaced that one manager with someone who sees graphics cards as a tool to accelerate linear algebra then AMD would be participating more effectively in a multi-trillion dollar market. They are so breathtakingly close to the minimum standards of competence on this one. We know from the specs that the cards they produce should be able to perform.

This is a case-specific example of failure, it doesn't generalise very well to other markets. AMD is really well positioned for this very specific opportunity of historic proportions and the only thing holding them back is a somewhat continuous stream of unforced failures when writing a high quality compute driver. It seems to be pretty close to one single team of people holding the company back although organisational issues tend to stem from a level or two higher than the team. This could be the most visible case of value destruction by a public company we'll see in our lifetimes.

Optimistically speaking maybe they've already found and sacked the individual responsible and we're just waiting for improvement. I'm buying Nvidia until that proves to be so.