Re:$30M Raised to Redo the CPU
by AlotOfReading on Tuesday November 10, 2026 @11:57PM
(#50449898)
If software stacks and compatibility didn't matter, AMD GPUs would be in nearly the same demand as Nvidia's. But we know they aren't and that's despite the fact that porting between GPUs is much easier than what we're talking about here.
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its honestly just network effects at this point
this technology to make it easy is only a couple quarters old
the antiquated understanding of “CUDA being sooo stable and AMD drivers not” just takes a while to be revised
hyperscalers are buying AMD GPUs
AMD’s stock has tripled this year based on investment into their driver stack getting better and others realizing they don’t need to wait for AMD to leverage the compute
Re:$30M Raised to Redo the CPU
by imtringued on Wednesday November 11, 2026 @03:10AM
(#50450882)
No that proves the point. It took the invention of LLMs and agentic software development for AMD to fix their drivers.
A point that stopped being relevant as soon as it was proven possible, I don't know what kind of validation you need to see about exotic hardware being easier to develop for, but being slower to pick that up doesn't change the viability of the exotic hardware built on more available nodes now that there are examples of it being easier to run things on