OnasiUnfortunately, just as the case every time AMD has well performing GPUs at fair prices, this will do absolutely nothing to improve their market share. At this point I have no idea what AMD can even do. The fact that in Steam HW Survey the most popular AMD card (iGPUs aside) is still the RX 580 after what seems like two dozens of NV ones… that’s depressing, honestly.

Onasi@Daven
They are at a far healthier place than they were just a year and a half ago (slightly above 10%), so they are improving, true. Although I have a sneaking suspicion that this is more due to the enterprise segment buying up “gaming” GPUs for AI purposes and once that segment moves in to dedicated hardware or the bubble bursts AMD will see a decrease once more. It’s an interesting dynamic overall.

DavenMany articles say Nvidia is struggling to keep up with demand so companies are buying Geforces as well as Radeons for AI purposes. If enterprise moves to dedicated hardware when there is enough Instinct and H100/H200 supply, then both Nvidia and AMD discrete GPU revenue will drop but just get added to revenue in another category. Money is green no matter what it is spent on.

OnasiAgreed, although I genuinely think that this whole thing will end up very akin to the mining/blockchain situation where both NV and AMD will eventually be left behind by the industry as it moves to really specialized hardware, as what happened with mining ASICs replacing GPU mining more or less. All the talk of the dedicated “AI chips” from companies other than NV and AMD makes me think so, at least.

DavenAMD has around 15-20% of the discrete GPU market. It adds about $500 million to its quarterly bottomline (8% of its annual revenue). While not a significant portion, I’m sure AMD is fine with its current position while it concentrates on other markets.

Fun fact, discrete GPUs also only contribute to about 8% of Nvidia’s quarterly revenue ($2 billion out of $24 billion). We here at TPU but an extraordinary emphasis on gaming so we pay too much attention to discrete GPUs. Neither AMD or Nvidia are paying even close to the same amount of attention. It’s all about compute GPU now.

Darmok N JaladI remember when AMD making $500M in a quarter would have been cause for great celebration, and now it's almost a footnote. It's quite amazing how far they've come in my tech lifetime. My first ever AMD CPU was an Evergreen 586 running at a whopping 133MHz.