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> But Lisa Su can’t bring herself to compete. Which is very strange because she brutally competed with and destroyed Intel.

Maybe making cutting-edge GPUs is actually quite an engineering challenge, and not entirely down to the competitive will of the CEO?



AMD already make GPUs that are competitive with Nvidia at every tier except the very top end.

It’s the positioning and pricing that isn’t competitive.


You think Nvidia's advantage on LLM is hardware? It's the software ecosystem around the GPU (that Nvidia took a decade+ to build) that is the advantage.


Are they competitive per Watt and per mm2 of die?


And software




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