Now that AMD and Intel have realized the significance of the market they missed, we'll see if they manage to catch up.
AMD does have an advantage over Intel in this race, but they have to start thinking outside of CPUs. AMD was having so much fun beating Intel in the CPU game, that almost forgot GPUs. Intel realized the change a few years back when they brought Raja to perform some miracles in the GPU market for them. People saying the last months that Intel will quit after ARC failing to be a success in the market, might realize eventually that Intel's mind wasn't in gaming.
With this much money being thrown around, MI300 or Intel may catch a few scraps as Nvidia doesn't seem to have enough GPUs to satisfy demand.
The "Linux vs Windows" example I threw above wasn't random. Nvidia is the Windows platform for AI today and even if AMD or Intel produce something as good or even better than Nvidia's ecosystem, many will be very reluctant to go with their solutions, the same way many ignore Linux because "everyone uses Windows, everyone is comfortable with Windows, all apps and features are available in Windows". Of course this is hardware, not software and being unable to satisfy demand could push many to alternatives. Then again we are talking about billions of dollars of investments, so I wouldn't be surprised if a multi billion entity decides to wait 6 months for Nvidia hardware instead of investing on AMD or Intel hardware that would be immediately available.
Its like what Gordon Mah Ung said to GN, games complain about AMD because they want them to drop prices so Nvidia and Intel drops prices...so they can buy Nvidia and Intel for cheaper.
Fixed that for you. This is happening the last 15 years, if not the last 25 years (in the CPU market). It's not something new. People and tech press for ages where worshiping the shiniest logo, Nvidia's or Intel's, attacking AMD, because AMD was the brand for "the peasants", "the poor". Tech sites where downplaying anything wrong about Nvidia or Intel, they where attacking AMD on the other hand to promote the image of "a tech site that is independent and doesn't fear multi billion companies". Well they didn't fear AMD, because they knew that AMD being the underdog, couldn't react in a negative way, they where losing their sh!t (sorry for the expression) when they had to write something unfavorite for Intel or Nvidia, so they where always sugarcoating it. Individuals where also playing Intel's and Nvidia's marketing tunes. AMD is bad, AMD's drivers crush, AMD's GPU dies crack, AMD's hardware will explode and kill you in the process. Well, here we are at today. Nvidia controlling the market, AMD unable to do anything, Intel still advertising that their newer drivers are less beta than the previous version and AI demand now making sure that Nvidia's current GPUs might even start becoming more expensive in the future and future GPUs will either be more expensive or still VRAM limited to not be used in AI.
Congrats to all those Intel and Nvidia fanboys and girls for bringing us back to the middle ages of a monopolistic market. At least I hope those Intel fanatic fanboys and girls will open up their eyes and lower their Anti AMD crusade effords to avoid in the future paying $600 for a 22 core Intel CPU (2 Performance cores, 16 E cores, 4 extra Low Power E cores)
The flaw in this logic is that graphics card pricing is only influenced by gamers.
When gamers rush to buy the lower performing, more expensive card, because of the logo on it, then it is a result of how consumers, in this case, gamers use their money. This started happening way before even crypto was a thing. 10+ years ago, people where rushing to pay more for Nvidia's lower end graphics cards because of "CUDA, PhysX, better drivers, premium brand" narrative. And in the gaming market, what people promote is extremely important. So the narrative was always, even in cases where AMD was offering a faster product or a cheaper but equaly good one, as the Intel or Nvidia alternative "to avoid AMD hardware at all costs for A,B,C,D,E" reasons, even reasons that where not real. A narrative that only intensified in the years latter and brought us here, today, where even Jayztwocents said in one of his last videos that channel's like his will be negatively affected if only one GPU manufacturer will prevail. Well, too late for that Jay. We are already there.
