this post was submitted on 22 Nov 2024
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The margins on GPUs are lower than the margins on their AI dedicated CUDA products.
They're basically saying, it's not worth their time to produce GPUs, so they produce just a few and sell them for a markup. But not at scale
It's a good opportunity for Intel/amd to eat into the graphics market share... Except everybody's competing for the same fabrication capacity at the chip foundry, so we will see