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[–] 211 points 1 day ago (7 children)

We are a tulip first investment firm

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  • [–] 70 points 1 day ago (4 children)
  • [–] 22 points 1 day ago (3 children)

    I’m sorry to break this, but would love someone to educate me here, pretty please!

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  • [–] 86 points 1 day ago* (4 children)

    Pack it up boys, it's done. No GPUs for PCs in a few years. Hope at least the chinese step up their game

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  • [–] 9 points 1 day ago (2 children)

    Fingers crossed all our current hardware survives long enough to hold us over. It'll be very interesting to see where this will eventually take the GPU market, who will pick up the slack, and how.

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  • [–] 78 points 1 day ago (2 children)

    She's not Jensen Huang's cousin for nothing.

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  • [–] 57 points 1 day ago
    [–] 57 points 1 day ago (4 children)

    And over the horizon, I see AI and super intelligence becoming more and more essential to every aspect of our lives and every aspect of our business.

    AI and super intelligence?

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  • [–] 30 points 1 day ago* (1 child)

    She is hedging her bets using the Trump label β€œSI” and the Tech Bro brand β€œAI.”

    Technically, these are both technical terms, but we are way, way past the point of their usage being tied to their meaning.

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  • [–] 48 points 1 day ago

    When the time comes, I will remember.

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  • [–] 43 points 20 hours ago (6 children)

    remember she is related to Huang, by cousin.

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  • [–] 45 points 19 hours ago (5 children)

    Wut? Wait. The AMD CEO is the cousin of the nvidia CEO? Like, the CEO of the number two GPU chip company is cousin of the number one company y, and effectively there isn't really a number three so this GPU market really is really a family monopoly?

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  • [–] 25 points 19 hours ago (2 children)

    Welcome to late stage capitalism! Market fundamentalism was always a lie, the american dream has been dead for over a century.

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  • [–] 8 points 15 hours ago* (1 child)

    It's pretty f. weird that Lisa Su is the CEO despite being so closely related to Jensen, I would dislike this if I were an AMD investor. However this is not a family monopoly, since neither Su or Jensen own these companies, not substantially anyway. (well below 1% & 3 something % owned respectively) Meaning of shareholders at large disliked Lisa Su's way of doing things, she would be booted without too many hurdles I would think & the same is true for Jensen.

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  • [–] 3 points 9 hours ago

    The fishy part for me is that they're both from Taiwan, and they're both in charge of companies that are some of the biggest customers of TSMC, Taiwan's biggest chip fab that practically has a worldwide monopoly on high-end chip manufacturing. There's also the national security angle here, with TSMC probably being the only reason China hasn't invaded, as the entire world would have something to say about it.

    Idk, there's a lot of fertile ground for conspiracy theories under these Taiwanese billionaires.

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  • [–] 35 points 1 day ago (2 children)

    I don't suppose there's a way for someone to get inside AMD and irritate its innards in a way that will maake it hork ATI back up, is there?

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  • [–] 33 points 1 day ago (1 child)
  • This just in - more CEOs shitting all over everything that was once nice.

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  • [–] 24 points 12 hours ago* (last edited 12 hours ago) (5 children)

    The next hardware manufacturer saying "Actually, we do GPUs for gaming" will be King/Queen of the world.

    Also "Luigi, we need you so bad."

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  • [–] 11 points 11 hours ago (3 children)

    that manufacturer would have a fraction of the sales. They’re all doing this because data centers buy way contracts are simply more lucrative; the planned rollout of data centers means they’ll sell so much more that they simply can’t accommodate enthusiasts and home builds

    This is of course the goal of people like Altman and bezos, they want to hoard compute after hoarding 99+% of all the wealth amongst like 50 people. This is why resistance to data center rollouts is so important and to a further step fair distribution of resources as a political platform. This mess wouldn’t exist if oligarchs were reigned in

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  • [–] 2 points 10 hours ago (2 children)

    Oh boy, so we really need to guillotine those billionaires and CEOs then bathe, dance and fuck in their blood ASAP.

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  • [–] 4 points 12 hours ago

    Not gonna happen any time soon. The barrier of entry is massive.

    Making decent drivers alone is a humongous undertaking: You have to catch up to the work of several decades - and it's a moving target. That's on top of just how difficult it is to design good silicon. Just look at how Chinese GPU manufacturers are struggling to match low-end cards from 10 years ago (even though they are lying and claiming they are matching high-end cards from one generation ago) with cards that have many times the power draw and cost - and all of that with far worse games compatibility.

    Hell, even the giant that is (soon to be probably: was) Intel failed to leave a mark in the dedicated GPU business and they actually have decades of experience making (pretty shitty) integrated GPUs and (even shittier) drivers for them.

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  • [–] 22 points 1 day ago (4 children)

    Booo. Glad I sold all my AMD stock. Fuck you, Lisa.

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  • [–] 4 points 19 hours ago (2 children)

    Brooo I was planning to buy some more. Fucking hell, nothing is safe

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  • [–] 1 point 14 hours ago*

    Statements like this are good for the stock price & have little impact on how the company is actually operating. (not claiming AMD is doing so great serving its consumer user base though)

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  • [–] 20 points 11 hours ago

    Fuck you too, Lisa.

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  • [–] 37 points 23 hours ago (2 children)

    At this point, we're gonna need Valve to get into the GPU business or else PC gaming is going to collapse

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  • [–] 0 points 9 hours ago

    Monopolies got us to this point. Another monopoly isn't going to save us.

    The solution is politics, regulations, and enforcement. These companies are breaking laws, and have even been found to do so in court (see how many times Google has been found to be a monopoly, for example). The problem is spineless and/or corrupt judges and politicians not doing anything about it.

    But just a few weeks ago, MAGA seemed unstoppable, and today it's completely dead. There are still corrupt dems in power though, and they're going to try to steer us towards the same do-nothing equilibrium of before, so we gotta keep the pressure up. This is a great time to write to your elected officials, especially the ones who weren't up for reelection this cycle.

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  • [–] 10 points 9 hours ago

    this is soul crushing. greed ruins everything.

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  • [–] 9 points 10 hours ago

    Good thing I'll be getting my next GPU from ebay

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  • [–] 9 points 1 day ago*

    Ehh whatever its just a public company thing to do right??? right???

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  • [–] 17 points 1 day ago (2 children)

    Was talking to my son, after the announcement of Sony wanting to buy our unused PS5. Money is we won't see a PS6 because AI is getting all the ram that even Sony can't make a PS6 because of AI. Got to love it. I hope all these companies go bankrupt and we get ram for pennies afterwards.

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  • [–] 5 points 22 hours ago (1 child)

    Just read the other day that Sony says PS6 is on track. Granted, of course they'd say that. Also, there's rumours it'll be more mobile focused.

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  • [–] 15 points 18 hours ago

    What a cunt.

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  • [–] 7 points 1 day ago* (1 child)

    It's a silly thing to say now, but it's kinda been true since Zen 1.

    Their CPU architectures have all been designed first and foremost for the server and datacenter, with smaller sets of datacenter parts for consumer products. For a little while they split off CDNA and RDNA trying to make more headway in datacenter GPUs. But that's being re-merged into UDNA where consumer tech will be cut down server GPUs, like NVIDIA does.

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  • [–] 9 points 1 day ago* (last edited 1 day ago)

    Allocation still matters though.

    CPUs are somewhat flexible, as desktops, servers, and a few laptops all use the same compute die.

    But with GPUs (for the moment), they have to make long term development/production decisions between server dies and gaming dies. It’s not like older GPUs where server cards literally shared the die with Vega, the GTX 780 TI or whatever, and they could essentially slap a different sticker on to change market allocation.

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  • [–] 6 points 11 hours ago

    Somebody bring back Matrox or Cirrus Logic, please.

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  • [–] 2 points 1 day ago
    [–] 4 points 13 hours ago

    She’s right though. Look at their revenue. Data centers are 10x their gaming division.

    Gaming pulls in less than 1B profit a year. An absolute drip compared to their Datacenter business.

    I’m surprised they bother with gaming at all once you realize what a side project it basically is for them in terms of revenue.

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  • [–] 2 points 13 hours ago

    Good to know. You stand by that, yes?

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  • [–] 2 points 1 day ago

    Dumb! Dumb!

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  • [–] 2 points 7 hours ago

    I don't know what ya'll are complaining about. Gaming will move this direction anyway as gaming is droplets of piss in the computing budget world.

    Stadia was just too early.

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  • [–] 1 point 7 hours ago

    Are we going to soon find out exactly how secure data centres are? With lots expensive computer hardware and i assume not many staff.

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  • [+] -19 points 1 day ago

    Sad to hear but that's what they gotta do to grow

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