this post was submitted on 15 Nov 2023
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Nvidia is nearly 10x the size of AMD, and more focused on GPUs. That's a lot of R&D, and if they keep outselling AMD 10:1 in GPUs that's a big amortized development cost advantage.
That's a big hill to climb, and (unlike Intel) they don't seem to be sitting on their thumbs.
And remember: all of AMD's R&D is between CPU, semi-custom, GPU, FPGA, memory control, etc. nVidia technically has a decent chunk of non-GPU-specific (tegra/SoC stuff like for the Switch, or high-speed networking interfaces) but still their GPU teams outnumber all of AMD's R&D by almost 10x alone.
Intel had a similar scale advantage but they for some reason stagnated for (depending on how you count) 5-10 years which allowed AMD to dig themselves out of their hole. nVidia at least hasn't been that incompetent, though they have stumbled quite a bit recently on their total inertia.
Both company's have nearly the same number of employees. Do you have a source for Nvidia's RnD teams being so much bigger company wide?
A meaningless statistic when AMD makes CPUs and GPUs and Nvidia almost exclusively only makes GPUs.