[thejohnconway]

> But Lisa Su can’t bring herself to compete. Which is very strange because she brutally competed with and destroyed Intel.

Maybe making cutting-edge GPUs is actually quite an engineering challenge, and not entirely down to the competitive will of the CEO?

[andrewstuart]

AMD already make GPUs that are competitive with Nvidia at every tier except the very top end.

It’s the positioning and pricing that isn’t competitive.

[jpadkins]

You think Nvidia's advantage on LLM is hardware? It's the software ecosystem around the GPU (that Nvidia took a decade+ to build) that is the advantage.

[Scene_Cast2]

Are they competitive per Watt and per mm2 of die?

[Der_Einzige]

And software