this post was submitted on 30 May 2025
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AFAIK the competition is mostly AMD, but AMD is not near Nvidia in popularity for AI or in datacenters in general, even if they may be offering reasonable value.
AMD is not nearly giving the competition to Nvidia they do to Intel. They are working on it, and I think they can take some marketshare. But for now AMD has sold mostly based on Nvidia not having allocated enough production to satisfy the market.
AMD also isn't anywhere near Nvidia in profits or profit margins, and that's a major parameter in estimating the level of competition they can provide.