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AMD's hardware is in many ways better than NVIDIA's and it does not matter, because the software gulf is too large and AMD has never resourced closing it.

Drawn from what Dylan Patel said

Subjectsemiconductors

semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

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What Dylan Patel actually said

Word for word, with the source under each one. They did not write this page.

  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    And they're decent, their hardware is better in many ways than in NVIDIA's. The problem is their software is really bad and I think they're getting better, right? They're getting better, faster, but the gulf is so large and they don't spend enough resources on it or haven't historically, right?

    Where this was said

    Watch from 4:08:39 plays here

    ↗DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters | Lex Fridman Podcast #459youtube.com

    video · 5h 06m · spoken · official transcript

    All 44 korrents from this recordingthis one is 35th

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