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We've been covering NVIDIA's screw-ups all week, and now it's time to talk through some opinions and some facts about AMD's situation. This video is us talking about AMD's Radeon RX 9070 and RX 9070 XT pricing situation for its impending announcement on Friday, February 28, where it will more fully detail its RX 9070 series GPUs. The video is just us talking through opinions and market conditions as we try to better understand AMD's position right now. NVIDIA's RTX 50 launch was a disaster, with all of its cards -- the RTX 5090, 5080, and 5070 Ti (so far) -- each having some sort of problem on its own. Intel has already launched its new architecture. That leaves AMD as the last one to launch this generation's new GPUs.
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TIMESTAMPS
00:00 - Don't Screw This Up, AMD
04:43 - NVIDIA's Worst Launch
05:39 - Intel in 2016 vs NVIDIA Now
08:19 - AMD vs NVIDIA Market Share
11:07 - Steam Hardware Survey
13:27 - AMD Throws Away Launch Reviews
15:27 - CPU and GPU Behave Like 2 Separate Companies
17:27 - Steve's Existential Realization
18:19 - AMD Needs 2 Things
22:18 - Everyone Follows NVIDIA
25:07 - AMD's Status Quo and the Hope
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This is an EVEN BIGGER opportunity than AMD had with Intel to have a “Ryzen moment”.
With trash uplifts (5070 may not even beat the 4070Super) and blatantly swapping of the names of their GPUs (the 5080 is XX70-level hardware – at best)… Nvidia has effectively doubled the price of GPUs in a few short years.
If AMD decided to finally not just-follow-Nvidia, I would RUN to buy a $550-600 RX9070XT with RTX5080 performance.
“$550-600? That’s unrealistic, Brad, you fuckin’ idiot!”
Fuck off. $1,000 RTX5080 performance is twice what the $500 two-gens-old RTX3070 had. And also…
The $599 RTX4070 Super had twice the performance of the two-gens-old $499 RTX2070 Super
The $499 RTX3070 had twice the performance of the two-gens-old $379 GTX1070
The $499 RTX2070 Super had twice the performance of the two-gens-old $329 GTX970
The $379 GTX1070 had twice the performance of the two-gens-old $399 GTX770
There’s no opportunity. Intel sat on their ass for years, but NVIDIA is actually innovating. One bad-to-mediocre gen won’t do anything, especially since AMD decided to sit out the high-end market this time.
They also have to follow NVIDIA, because they’re just too big. If AMD introduced the RT and ML hardware six years ago, nobody would have cared, because they had like 15% market share. Now it’s even worse and AMD has to fight for the scraps with Intel.
As impressive as their “Ryzen moment” was, AMD still hasn’t gotten 50% of the market after half a decade.
As much as I love AMD, they will follow Nvidia because they’re a follower. They unlaunched the 9070 at CES because they were unsure about Nvidia’s pricing. They changed their naming scheme to match Nvidia.
They changed their laptop naming scheme to match Intel. They pushed their earnings release date back so they could report after Intel (Intel pushed their own back the previous quarter).
You see, sometimes people say, “Why are you always trailing?” Well, we’re trailing because we’re following the [Total Available Market] of where the market is, and we’re letting them create some of this market because they are the only ones that really can when you have the kind of position that they have in the industry. We have to time it.
We either have to give you less, somewhere else — so, compromises — or we’d have to raise the price points, which is something they are already doing. So why have two people do exactly the same thing, trying to build these leadership products out there? - Frank Azor, chief architect of gaming solutions and gaming marketing at AMDsource
AMD is content with being a second source supplier to Nvidia and Intel. After years of losses and near bankruptcy, AMD has finally figured out how to make a profit while being in second place. They’re in their comfort zone, and there’s no incentive for them to step out of it.
Like every year, they release cards NVIDIA - 50 and call it a day. But they should realize they are the underdog here and really need to more aggressively price their products if they want to gain any meaningful market share. And it doesn’t help that their prices are falling a lot faster compared to NVIDIA.
I’ll be buying a new graphics card in maybe 5 years. Hopefully AMD will not be just “discount NVIDIA”. At best, there’ll be a new contender on the market. Maybe even from China.
It’s too early to hope for one from the EU. They need another 10 years. 4 years for the EU to realise they need sovereign hardware and actually fund it, another 4 to flip flop on the issue after the US votes out the fascists and seem like possible partners again, and 2 during which they will have finally put their balls on the table and committed to it. Actually, writing that, make it 12 - 15 years.
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AMD: Hold my beer.
They clearly said price under $700 so it definitely will be $699.
This is an EVEN BIGGER opportunity than AMD had with Intel to have a “Ryzen moment”.
With trash uplifts (5070 may not even beat the 4070Super) and blatantly swapping of the names of their GPUs (the 5080 is XX70-level hardware – at best)… Nvidia has effectively doubled the price of GPUs in a few short years.
If AMD decided to finally not just-follow-Nvidia, I would RUN to buy a $550-600 RX9070XT with RTX5080 performance.
“$550-600? That’s unrealistic, Brad, you fuckin’ idiot!”
Fuck off. $1,000 RTX5080 performance is twice what the $500 two-gens-old RTX3070 had. And also…
There’s no opportunity. Intel sat on their ass for years, but NVIDIA is actually innovating. One bad-to-mediocre gen won’t do anything, especially since AMD decided to sit out the high-end market this time.
They also have to follow NVIDIA, because they’re just too big. If AMD introduced the RT and ML hardware six years ago, nobody would have cared, because they had like 15% market share. Now it’s even worse and AMD has to fight for the scraps with Intel.
As impressive as their “Ryzen moment” was, AMD still hasn’t gotten 50% of the market after half a decade.
As much as I love AMD, they will follow Nvidia because they’re a follower. They unlaunched the 9070 at CES because they were unsure about Nvidia’s pricing. They changed their naming scheme to match Nvidia.
They changed their laptop naming scheme to match Intel. They pushed their earnings release date back so they could report after Intel (Intel pushed their own back the previous quarter).
AMD is content with being a second source supplier to Nvidia and Intel. After years of losses and near bankruptcy, AMD has finally figured out how to make a profit while being in second place. They’re in their comfort zone, and there’s no incentive for them to step out of it.
Latest prices, listed on the Microcenter site, indicate that AMD is indeed screwing it up.
Nvidia - $50, the way it’s meant to be played.
Like every year, they release cards NVIDIA - 50 and call it a day. But they should realize they are the underdog here and really need to more aggressively price their products if they want to gain any meaningful market share. And it doesn’t help that their prices are falling a lot faster compared to NVIDIA.
I’ll be buying a new graphics card in maybe 5 years. Hopefully AMD will not be just “discount NVIDIA”. At best, there’ll be a new contender on the market. Maybe even from China.
It’s too early to hope for one from the EU. They need another 10 years. 4 years for the EU to realise they need sovereign hardware and actually fund it, another 4 to flip flop on the issue after the US votes out the fascists and seem like possible partners again, and 2 during which they will have finally put their balls on the table and committed to it. Actually, writing that, make it 12 - 15 years.
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