Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

Why would AMD willingly go into a low margin business with the consumer when they can focus on the enterprise? There’s currently a huge for diversification from NVIDIA because this is a long term deployment and they would rather not be beholden to NVIDIA if they can


Strategic hedge against the AI demand cratering or becoming satiated.

You could make the same argument for why is AMD still making processors for the consumer market or APU’s for the PlayStation/Xbox current gen and more importantly next gen.

In a gold rush as a shovel seller it’s dangerous to only be selling shovels when the gold rush can end/reduce at any point.


Same reason they go into low margin with the PS4/PS5 and other projects. Market penetration.




Consider applying for YC's Winter 2027 batch! Applications are open till November 2.

Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: