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
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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
Intel has their own fabs though
They don’t make the GPUs in their own fabs, it’s still TSMC.