Not a chance. Maybe for lower end builds and the lower end market, but they are outclassed by Nvidia in every way possible. TC: 105K
Isn’t it priced in? AMD PE is astronomical.
It only looks that way because of the xilinx acqusition
How is no, and never different answers.
Current is no. (Is currently AmD next Nvidia) Never is future (Can amd be next Nvidia in future)
The premise is amd is the next nvidia. It's all in the future. No and never are the same answer.
Unless AMD fixes the shitty software stack not a chance.
AVAGO is the next NVDA
I would say AMD has a better chance challenging Nvidia. Has Avago ever worked with developer ecosystem?
To all the naysayers wait and watch
It will be a long road ahead. First from hardware perspective other companies need to catch up while Nvidia pipeline is very strong and are aggressively shortening their release cadence. Will take some misstep from Nvidia and great execution from the competition. This is just the chip part and the innovation in building the platform based on the last 5-6 years of experience is very relevant. Platform innovation is tied to chip design which is usually defined 2 years before the chip comes out. The extensive investment in partnerships across different domains with various leading companies and start ups needs lot of effort and staffing. Last but not the least the ecosystem including the developer base( Nvidia devotes a lot of people to interface with developers etc) and the pre trained models and ease of deployment with unified architecture is one more hurdle to cross Not saying it’s impossible but Nvidia will not make it any easy and in fact would say it’s harder than what it was an year ago
For all the naysayers, never count out AMD
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FPGAs are the next AI hardware revolution. Fast specific targeting AI high compute operations much quicker than GPUs. 10 fold
XLIX have basically a monopoly on that don’t they?
Yes pretty much. AI Versal chips