AMD expects to outsell Intel in Q4 for the first time in history

Re:AMD expects to outsell Intel in Q4 for the first time in ... by zdw on Wednesday November 04, 2026 @12:37PM (#50368877)

AMD has their Strix/Gorgon Halo as a competitor to DGX Spark, which is at least in the ballpark in terms of bandwidth, and being x86 has some compatibility benefits.

If you wanted a GPU with 32GB of memory for AI tasks, the AMD AI Pro R9700 was (up until about a month ago) reasonably priced at ~$1300. It's not a RTX 5090 in terms of bandwidth and compute, but for the price and being actually purchasable it's a reasonable pick.

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by mickeyp on Wednesday November 04, 2026 @01:45PM (#50369812)

I like to think that if there are wins to be had, the market will price that in.

Those cards are cheap because they're not really that amazing.

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by 0xc133 on Wednesday November 04, 2026 @01:47PM (#50369841)

Yeah, about that. Those cards all have MSRPs that have moved north by over $500 since launch.

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by mickeyp on Wednesday November 04, 2026 @01:56PM (#50369972)

Meanwhile, the 5090...

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by ethbr1 on Thursday November 05, 2026 @06:22AM (#50377856)

It's interesting having a quantifiable number of how much AMD was underinvesting in decent software for their hardware.

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Re:AMD expects to outsell Intel in Q4 for the first time in ... by wmf on Wednesday November 04, 2026 @06:12PM (#50372761)

This is somewhat true. A lot of AMD hardware is underpriced at launch because ROCm doesn't work yet. Then once ROCm is working the price moves up to what it should be.

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