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I'd guess that within 2 years AMD will be competitive to Nvidia at the high end. Their strategy is a bit different, they're delivering good value at 2/3 the way up the performance graph... not as big a markup as a $1200 RTX 2080 Ti, but the RX 5700 XT is decent, especially for the price.

Most people aren't spending over $500 on a GPU, so they get the volume sales. The better aftermarket cards have been selling out pretty consistently. And the longer term strategies are similar to how they approached Ryzen. So, I'd think that Navi can definitely succeed in that light.

The real lock in for NVidia, is all the existing CUDA development. Intel and AMD will have a lot of work, One API may help there, so long as Intel and AMD can work together, without Intel's often and weird lock in attempts.



Yes, because nobody replicated the pragmatism and power of CUDA. OpenCL is much uglier and lower level. So AMD decided to do something about that... and invented ROCm, which is somehow even uglier and more low-level! A reference FFT implementation in CUDA is about 150 lines of code... and it is almost 10 times more in ROCm.

It was always about software. Granted, CUDA is not the best and most elegant platform in the world... but AMD seems not to be able to reach even that level.




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