Re:The AMD Radeon Instinct MI300A's Giant Memory Subsystem
by AnthonyMouse on Saturday January 18, 2025 @06:52PM
(#42752404)
> If, by the grace of tech Jesus, amd gave us such systems at volumes Nvidia would notice, Nvidia would simply then do the same but with a better ecosystem.
Not if they have "a better ecosystem" -- they would continue to charge a premium for that.
Which creates a dilemma for Nvidia. If they would match AMD's pricing, they'd be losing all the money they could get by charging more, which is a ton. Whereas if they charge more, they get more today from the people who pay the premium, but some people are more price sensitive than others, so there are still a lot of people who would buy "lots of VRAM for less money" from AMD. And soon AMD has a lot of users, improves their software support and the difference disappears entirely.
Forcing the larger competitor into that dilemma is very much to the advantage of the smaller competitor.
Not if they have "a better ecosystem" -- they would continue to charge a premium for that.
Which creates a dilemma for Nvidia. If they would match AMD's pricing, they'd be losing all the money they could get by charging more, which is a ton. Whereas if they charge more, they get more today from the people who pay the premium, but some people are more price sensitive than others, so there are still a lot of people who would buy "lots of VRAM for less money" from AMD. And soon AMD has a lot of users, improves their software support and the difference disappears entirely.
Forcing the larger competitor into that dilemma is very much to the advantage of the smaller competitor.