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Sanrith Descartes

Sanrith Descartes

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So for all the AMD players out here, why do you like it as a stock over INTC? INTC has roughly 10x the EPS of AMD.
 
TomServo

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My guess us old nerd when we built our own PCs were on the AMD is cheap and works reasonably well train. kinda nerdy bias.
 
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Khane

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Isn't AMD more heavily invested in AI and "Deep Learning" and also their GPUs were preferred for crypto mining?
 
wormie

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Khane said:
Isn't AMD more heavily invested in AI and "Deep Learning" and also their GPUs were preferred for crypto mining?
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No as to the AI/DL stuff. Quiet the opposite actually, no one uses anything other than Nvidia. No clue on crypto but since both are just matrix computations, I would assume its the same as with Ai/DL.
 
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Khane

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A year or two ago a few of my co-workers were trying to convince me to buy AMD for that exact reason.
 
wormie

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Khane said:
A year or two ago a few of my co-workers were trying to convince me to buy AMD for that exact reason.
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I amended my post a bit. Not sure about the crypto but from what little I know about it, the math that is slow to compute is the same in crypto as in DL and in DL, you use nvidia or you dont do DL.
 
Big Phoenix

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wormie said:
No as to the AI/DL stuff. Quiet the opposite actually, no one uses anything other than Nvidia. No clue on crypto but since both are just matrix computations, I would assume its the same as with Ai/DL.
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Yeah Nvidia dominates the ML/AI/whateverthebuzzword is, though AMD does have a presence and is expanding it slowly.
 
wormie

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Its not even up to AMD really. The libraries that are heavily used for DL are all optimized for NVidia architecture. Until some academic autists (and/or most likely Google) decide they want to use AMD gpus, AMD is boned.
 
TJT

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I switched to amd/radeon for my most recent pc build. Just because the price point being hundreds cheaper compared to Intel/Nvidia.

Suits me well enough.
 
wormie

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From reading our desktop thread I understand that AMD cpus outperform Intel on non gaming tasks by 5-10%. For certain industries, this difference is more than nominal. And the cpus are cheaper to boot. This has been a fact for a few years now.

For myself at home, I run a threadripper with two nvidia cards but this is for very specific tasks.
 
Sanrith Descartes

Sanrith Descartes

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wormie said:
From reading our desktop thread I understand that AMD cpus outperform Intel on non gaming tasks by 5-10%. For certain industries, this difference is more than nominal. And the cpus are cheaper to boot. This has been a fact for a few years now.

For myself at home, I run a threadripper with two nvidia cards but this is for very specific tasks.
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I have no opinion of the relative speed or quality of the actual chips. I'm curious why people aren't buying the company who dominates the market and makes about $6 per share in earnings vs the one who makes about 60 cents per share in earnings.
 
wormie

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Sanrith Descartes said:
I have no opinion of the relative speed or quality of the actual chips. I'm curious why people aren't buying the company who dominates the market and makes about $6 per share in earnings vs the one who makes about 60 cents per share in earnings.
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Because one has a superior product than the other?
 
Khane

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Sanrith Descartes said:
I have no opinion of the relative speed or quality of the actual chips. I'm curious why people aren't buying the company who dominates the market and makes about $6 per share in earnings vs the one who makes about 60 cents per share in earnings.
Click to expand...

Do you think a company's books are disconnected from their product's performance in relation to direct competitors?
 
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