Comment on Micron Kicks Off Production of HBM3E MemoryparentComments−hkgirjenk2yDon't you think Nvidia analyzed, sliced and diced the market to figure out how to maximize profits?AMD is doing the same thing, the only high memory cards they put out (MI300) are for data centers.−xadhominemx2yNVIDIA has actually not really sliced and diced the market. They only sell Cadillacs, which is fine for now because they're the only game in town.−andy_ppp2yIt’s possible to come up with many strategies and different companies will. Why are you so sure that Nvidia’s strategy is right for AMD or Intel who need to offer differentiation to get over the CUDA moat?
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Don't you think Nvidia analyzed, sliced and diced the market to figure out how to maximize profits?
AMD is doing the same thing, the only high memory cards they put out (MI300) are for data centers.
NVIDIA has actually not really sliced and diced the market. They only sell Cadillacs, which is fine for now because they're the only game in town.
It’s possible to come up with many strategies and different companies will. Why are you so sure that Nvidia’s strategy is right for AMD or Intel who need to offer differentiation to get over the CUDA moat?