this post was submitted on 14 Nov 2024
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Their are still gaining market share in the their core CPU business. They are doing particularly well in server where you have the highest margins. While they are nowhere near Nvidia in AI compute hardware, I believe they are still seeing massive YoY growth in this space.
Agreed regarding consumer GPUs, I don't think I've seen Radeon having such a weak position in dGPUs in the last ~25 years. But even there, there is lots of money in iGPUs where they have a solid position verses intel.
Sure Intel is doing poorly, but AMDs 9000 series was one of the worst selling launches in of new CPU in recent memory. They started slashing prices on them in record time.
There was also huge criticism from reviewers that the performance increase over 7000 series didn’t match what their marketing team had promised. Probably time to let some of those sales and marketing people go.