Originally posted by icon
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big customers are willing to pay for control of (parts of) the firmware stack. So, if they keep roughly competitive in perf-per-watt, it will give them an advantage in datacenters and other big corporate customers.
Obviously open-sourcing x86 firmware & gpu-drivers nowadays isn't as open as doing that 10 or 20 years ago. Much moved to gpu/cpu-psp firmware. Nevertheless this is infinitely better than what we've ever had.
IMHO initially a huge part into this was valve. sure amd would have loved to be in the nintendo switch 2, but that was always a longshot. selling ~4 million steam deck apu's may pale in comparison to 140 million switches or 61 million ps5's. But selling ~8 million dGPUs & ~45million laptop cpus in the same timeframe (as the deck) just shows how important valve as a single customer is for amd. it's equivalent to selling half of their dgpus or 10% of their apus to a single customer...
with ai gpus now selling like hotcakes & their margins being crazy, things obvioulsy look a bit different.
still, since amd is trailing nvidia here, they will have to lean heavily on that openness to compete, so i dob't much has changed.
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