News Leak claims that AMD's Navi 44 GPU package is 31% smaller than Navi 33

setx

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Maybe AMD looked at the numbers and said screw fighting with NV at the top end, most users are at 1080/1440, we give them the FPS, visuals, low power and price.
Sadly, AMD arrived at that conclusion in a very different way: why sell extremely limited top chips to poor gamers when they can charge many times more when selling to datacenters.
 
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magbarn

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AMD lost market share when they decided to adopt Nvidia's pricing model. They have to sell cheaper for the same raster performance as they're lacking all the bells and whistles. If the 7900XTX was sold as the 7900XT and priced at $800 to smoke the 4070Ti and the 7900XT was sold as the 7800XT for $600 and so on down the product stack they would've grabbed serious market share.
 
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Mattzun

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Why would AMD build a gaming GPU that people only want because it could cause NVidia to lower their prices?
There are LOTS of posts from people who say they want competitive AMD high end cards to exist but admit that they will never buy one.

If AMD can make cheap low end parts in market segments that NVidia is not competing in, it MAY get more market share.
Even this is questionable - people are buying truly horrible low end NVidia cards instead of FAR superior AMD cards now.

If AMD has some success with reasonably priced low and mid range cards and makes chiplets work for AI cards, we may see chiplet based high end cards in a couple of years.
 
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cusbrar2

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Maybe AMD looked at the numbers and said screw fighting with NV at the top end, most users are at 1080/1440, we give them the FPS, visuals, low power and price. Better to sell 50million chips at $400 with a 20% margin than 5million at $1000 with a 5% margin.

Yes, I don't know the true sales and margin numbers, just an random example.
The issue is that you have to have mind share to sell any GPUs at all... an area were AMD is very weak.

Strix Halo might be a way around that if it enables laptops that can be more versatile that the competition (eg loading 96GB worth of LLMs), that's an easy no brainer 2k drop for many people, maybe more if they market them to the business elite segment that wants to run AI models on the go.

Nvidia is selling their GPUS with probably $1500 in margin each... so the logic that you cannot get that pie is nonsense.Its the piece of pie you MUST get to get any traction at all in the consumer workstation and gaming segments.

The logic that margins are bad they may as well give up is the same thing that lead to bulldozer... as well as the failure of Sun Micro and several other companies. There is no reason AMD cannot succeed in this segment as well as HPC and that is something they must crack of they want to meet market cap projections.