this post was submitted on 22 Nov 2024
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[–] [email protected] 15 points 1 month ago* (last edited 1 month ago) (1 children)

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

[–] [email protected] 1 points 1 month ago (1 children)

Intel has their own fabs though

[–] [email protected] 3 points 1 month ago

They don't make the GPUs in their own fabs, it's still TSMC.