this post was submitted on 09 Nov 2023
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AMD is doing well with CPUs these days. GPUs on the other hand... they just aren't making the same progress there.
Radeon really needs their Ryzen moment
Nvidia is all hands on deck going pedal to the metal right now trying to stop AMD from gaining any market share right now. They're worried about becoming a victim of their own success here and the AI boom allowing AMD to gain a foothold in AI with their open source strategy. They're also worried about Intel and Google for similar reasons.
Nvidia is quite the formidable foe especially compared to Intel, and they have a massive headstart because they have a LOT of advantages beyond having merely the best hardware on the market, but I'm still a bit bullish on AMD's chances here.