The Next Platform·· 5 hours agoSelectedAI score62
AMD May Struggle to Catch Nvidia, but Can Still Reap Handsome Profits
AMD Cannot Catch Nvidia, But It Sure Can Make Some Money
AI guide
An analysis published by The Next Platform points out that, constrained by HBM allocations and packaging bottlenecks from suppliers such as Samsung, SK Hynix, and Micron, AMD's data center GPU shipments are unlikely to significantly shake Nvidia's lead.
Why it matters
Drawing on financial results and supply chain conditions, the article examines the underlying reasons why HBM quota constraints in the data center make it difficult for AMD to narrow the gap with Nvidia.
Source:The Next Platform · nextplatform.com