[tm-guimaraes]

Major clouds have been investing in ARM alternatives. x86 is still king compatibility matters a lot. But it is not as simple as Su paints for teams of x86 chip designers to switch to arm chip designers and reach top place, specifically because fabs also matter and AMD is the player in the market with less money to pay the fabs.

GPU market would be hard to recover, and reason to use AMD (for the money printing AI) is just budget. Software is not good enough, it’s understandably not in AMD’s DNA, it was simply lacking in budget as it was close to bankruptcy when CUDA started taking off.

emphasis on top, ofc great designers would still design great no matter the ISA, but best and great is different