Nvidia 15 years ago was overfit to graphics. Nvidia just made smarter choices, sold more hardware and re-invested their winnings into software and improving their hardware. Now they're just as good at GPGPU with a stronger software stack.
AMD has struggled to be anything other than a follower in the market and has suffered quite a lot as a result. Even in graphics. Mesh shaders in DX12 was the result of NVIDIA dictating a new execution model that was very favorable to their new hardware while AMD had already had a similar (but not perfectly compatible) system since the Vega called primitive shaders.
I suppose the difference here is that DLSS is a case where you primarily do large numbers of consecutive matrix multiplications with little other logic, since it's more ANN code than graphics code.
1. Both AMD and NVIDIA have "tensorcore" ISA instructions (ie real silicon/data-path, not emulation) which have zero use case in graphics
2. Ain't no one playing video games on MI300/H100 etc and the ISA/architecture reflects that
> but for graphics they are very solid.
Hmmm I wonder if AMD's overfit-to-graphics architectural design choices are a source of friction as they now transition to serving the ML compute market... Hmmm I wonder if they're actively undoing some of these choices...