They’re not what I think of as a “Key Company” for anything.
That would require them to be irreplaceable in some aspect, on any reasonable timeline. But if they disappeared tomorrow, AMD would be able to step in and cover every use people had for Nvidia products.
(Accept maybe the Nvidia Shield. But Nvidia seems to have largely quit that anyway)
The closest thing they have to irreplaceable is CUDA. But AMD has been making leaps and bounds improving their GPU software. It would take the market maybe 6mo, or a year. But it would adjust without much trouble.
I think it was kind of the reason. But that statement is also correct. Technically.
With CP2077, they were pushing the Red Engine well beyond what it was supposed to do. Which lead to both, them deciding to switch to Unreal, and causing a bunch of bugs. So the bugs weren’t the reason; They were just another result of the reason.
I’m not sure I understand why they don’t.
I thought bringing chiplets to GPUs, meant they’d be able just add as many CUs and cash dies as they needed to get on top. Even if it’s $3.5k and 1000W, they should be able to. They could sell 100K units as some limited edition special thing, and pull mind share away from nVidia by having the undisputed top card.
But they don’t. Which is why I think they undervalue having a halo product. They don’t think it’ll push units further down the product stack. I think they’re clearly wrong about that. People buy cards that fit their budgets. But they buy brands they know to be the best.
That’s just growing things.
I have a few little house plants, that were foisted on me by my sister. But by no stretch of the imagination is that at all related to farming.
Even gardening at its most extreme, only might be a hobby farm.
Actual farming, is a whole other kind of annoying. Its just way different when your lively hood depends on it.