Squish them like bug. Show me you can do it, AMD.
Narrator: They couldn’t.
AMD seems to be doing great: https://seekingalpha.com/article/4718576-amd-stock-ai-accelerators-drive-revenue-and-margin-outlook-upgrade-buy
Down 6% YTD and a market cap of 1/12 of their only competitor isn’t “doing great.”
- AMD’s Data Center revenue surged 115% YoY in Q2 2024, driven by Instinct MI300 AI accelerators and EPYC processors, leading to raised revenue guidance and a BUY rating.
- Client segment revenue grew 49% YoY, fueled by strong Ryzen processor demand and Zen 5 sales, prompting an increased revenue forecast for 2024 and 2025.
- Gaming segment revenue fell 59% YoY due to weak console demand, resulting in a lowered revenue forecast for this segment through 2025.
- AMD’s acquisitions of Silo AI and ZT Systems aim to strengthen its AI and data center market position, enhancing long-term growth prospects.
Did you even read it?
Down 6% YTD and a market cap of 1/12 of their only competitor isn’t “doing great.”
Firstly, Nvidia isn’t AMD’s only competitor. There’s Intel, Qualcomm, and a litany of other companies that compete with Xilinx, who AMD purchased.
Secondly, only looking at the stock price and treating that as gospel shouldn’t be how you’re assessing whether a company is doing well or not.
GameStop stock exploded, it wasn’t because they were doing well. Nvidia became the most valuable company on earth by market cap - do you really think they’re that valuable, more than Microsoft or Apple, or is it a bubble? Tesla stock went crazy because Elon kept chatting nonsense about how all their cars would be driverless by 2018. Etc. shit, go back enough, tulip stocks were worth more than all of the textiles industry if you only care about market cap.
The stock market is not rational. Don’t judge the health of a company purely based on their stock price.
Did you even read it?
Well, it’s accountwalled so no.
Additionally, holy shit my dude. Nice work being Exhibit 1A as to why retail investors and common folk shouldn’t be allowed to speak about the stock market, corporate valuation, or business finances generally.
Can’t take an L and reevaluate or something? Why this response to a pretty reasonable rebuttal of your surface take?
The irony of saying that when you think the be-all and end-all of how good a business is doing is looking at its stock price this year.
If only it were that simple.
My man, by the time I read this comment it was 1% down YTD
Shows how much you know, talking about returns over a few months
It’s up 361% over last 5 years, which is beating $QQQ (tech stocks in general) which is up 138% and $INTC which is down 63%
$NVDA is up 2295% over that time frame and it’s a ridiculous comparison, almost no company grew that fast
$AAPL must be shit since it only grew 309% over 5 years, right?
Anything to help them take on Nvidia and stay competitive is a good move. However, I wish they would also announce a recommitment to driver and software stability. I had to move to Nvidia for my workstation rig after having constant stability issues with numerous AMD cards across multiple builds. I can handle a few rough edges or performance that isn’t top-of-the-line but I can’t put up with constant crashes ad driver timeout errors. It’s annoying in games and devastating when I’m working.
I wish their GPU line received even a portion of the polish and care that their CPU line did.
As a Linux user, I had to trade in my Nvidia laptop for one with an AMD GPU due to how unstable the Nvidia drivers were and how many problems they were giving me. With the AMD laptop, I have had zero issues.
I did the same move for similar reasons! Although I still keep windows around on another SSS - and even the Windows Nvidia drivers were being funky for me.
Nvidia shares a lot of logic between their Windows and Linux driver as far as I’m aware, so I suppose it makes sense.
Damn, I’ve had the exact opposite experience. I had to move away from a 1080 Ti that I was having constant instability with, even after I went back to the retailer and got a new card.
Unfortunately at the time, AMD didn’t have anything performance competitive. But it was worth the downgrade for the better drivers.
I had to move away from a 1080 Ti that I was having constant instability with, even after I went back to the retailer and got a new card.
Was it the card or was it something else? Any chance you have a 13th or 14th gen Intel CPU?
It was the card, and nah, it long predates 13th/14th gen.
Isn’t it at meme levels when YouTube games have their screen go black and they mention Nvidia crashing?
The annoying part is their drivers are stable…sometimes.
Its an endless game of seeing if any specific version is broken in a way that annoys you and rolling back if you find an issue.
Not exactly a premium experience.
Even on Linux where their drivers are supposed to be better, my 7900XTX has been crashing randomly for at least a month and it was only fixed in the latest 6.10.9 kernel release yesterday.
Yeah I’ve heard the ‘AMD drivers are better!’ thing for Linux and have always been confused since I’ve had no issues with nVidia cards on Linux or Windows related to driver issues.
AMD stuff on the other hand, has been a mess non stop, except for my ROG Ally for some reason which is fine?
In short: computers suck and are unpredictable, or something.
Yeah, this too. My dad’s last GPU was AMD and he had to flip flop between versions to fix crashes. I wasn’t as lucky as no driver version was able to calm the crashing.
CDNA is actually DNA made using RNA as a template. Very important for the viral ecosystem.
Don’t forget mRNA in the process!
Could be mRNA. Could be gRNA. But I think this article wants them in all caps.
When AMD moved on from its GCN microarchitecture back in 2019, the company decided to split its new graphics microarchitecture into two different designs, with RDNA designed to power gaming graphics products for the consumer market while the CDNA architecture was designed specifically to cater to compute-centric AI and HPC workloads in the data center.
I wonder if CDNA will be more akin to Tensor Cores on RTX GPUs, leading to better ray tracing performance of gaming.
Tensor cores have nothing to do with raytracing. They’re cut-down GPU cores specialising in tensor operations (hence the name) and nothing else. Raytracing is accelerated by RT cores, doing BVH traversal operations and ray intersections, the tensor cores are in there to run a denoiser to turn the noisy mess that real-time RT produces into something that’s, well, not messy. Upscaling, essentially, the only difference between denoising and upscaling is that in upscaling the noise is all square.
And judging by how AMD has done this stuff before nope they won’t do separate cores, but make sure that the ordinary cores can do all that stuff well.
Oh I see. So DLSS and especially ray reconstruction uses tensor core, would that be right?
I guess then it may be better to keep expectations low.
Yep that’s what nvidia marketing seems to be calling their denoiser nowadays. Gods spare us marketing departments.
Fermi 2.0?
Or is this going to be more like kepler where the consumer grade stuff doesn’t have all of the power hungry features, and the datacenter stuff gets them?
Will I even be able to afford one? Still rocking a Radeon VII here…
If you bought it for $700 back in the day, that’s $1000+ in current dollars
Yep. My paycheck has sadly not scaled in a similar manner :(
