Soldato
$33. Madness!
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AMD on the road to recovery.
- Thread starter humbug
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It is, isn't it? I only regret not getting in at $1.67 but friends and family talked me out of it.
Soldato
wrote few pages back. one investor expected closing $100 end 2019 and $170 end 2020
it was posted on the "gloom" announcement from Arete (a UK shorting company) for imminent crash to $5.
Also the indications that the share will go up, is that shorting hasn't succeed numerous time this year, which is very rare for tech firms looking into the 2-3 years price ahead of investment.
Triple digits in 2020?
No, just no.... i would love to eat my own words tho.
No, just no.... i would love to eat my own words tho.
If they become a major player in AI which they are poised to do then I think it's a possibility. They'll have to get everything right though.
nVidia have already own the machine learning space. AMD don't have anything remotely close to the Titan V, and aren't likely to in the near future.
Right now, if you're working in AI, you buy nVidia. Simple as.
Soldato
- Joined
- 19 Feb 2011
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Ask Kodak, Nokia, Xerox, Blockbuster, Yahoo, Blackberry, Motorola etc how being the market leader worked out for them lol...
None of that magically makes a compelling AI product appear for AMD though! It's their major weakness right now.
I'm not an AMD basher btw, I'm still a shareholder even if I've cashed out some profits
Think I got the timing about right on that one, think I'm not gonna be only one taking profits in the next few weeks.
Soldato
- Joined
- 19 Feb 2011
- Posts
- 5,849
None of that magically makes a compelling AI product appear for AMD though! It's their major weakness right now.
I'm not an AMD basher btw, I'm still a shareholder even if I've cashed out some profits
Think I got the timing about right on that one, think I'm not gonna be only one taking profits in the next few weeks.
You know AMD first 7nm GPU is aimed for the enterprise market right? Wouldn't surprise me if AI is one of the major aims for it, Intel are headed in that direction as well...
It would be frankly amazing if that product can compete with nVidia in deep learning applications. The issue isn't so much the hardware either, it's software. All the most popular ML software is built for CUDA and nVidia hardware...and when you're running Google's Tensorflow on Volta you have a system in a different league to anything AMD can offer.
Soldato
It's a weakness but certainly not a major weakness. The markets can see the penetration and effect that AMD has made on Intel in only just over a year. Once Epyc is accepted by a good cross section of the enterprise market it's more than possible they could be into high single digit market share by the end of this year.
When "Rome" is ready for release, this market penetration will only increase, because Intel has no answer to it now and won't have an answer then either.
Sadly this seems to be true, trying to do anything with AMD is normally a hack, there are some opensource projects for AMD AI and ML but would be less hassle to buy nVidia.
Shame, would have been good for all the old mining cards.
There is enough room for both Nvidia and AMD in AI.
Christ...
Christ...
Room? Sure there is. Problem is that AMD isn't *in* that room to begin with, it doesn't have a product, and they are falling further behind on the software side by the day.
Fortunately, there's only so much ML workload around...most is still general purpose CPU, and AMD can do just fine in that market. It's just a shame they missed the boat in the AI space.
AI is a long term opportunity with huge potential, I believe it could usher in a new industrial revolution and radical changes in every aspect of our lives. I think AMD would be silly not to be working on a specialised AI related product as a top priority, forget high end PC gaming for now, they lost that battle long ago to Nvidia and should only return when they have enough money to compete; it does not play to their architecture's strengths anyway. I'd be very surprised if they weren't doing this given that they now seem to have competent leadership.
Intel is Serving Major Xeon Discounts to Combat AMD EPYC
https://www.servethehome.com/intel-is-serving-major-xeon-discounts-to-combat-amd-epyc/
It seems Intel is certainly feeling the heat these days
https://www.servethehome.com/intel-is-serving-major-xeon-discounts-to-combat-amd-epyc/
It seems Intel is certainly feeling the heat these days