This is absolutely crazy.
This is absolutely crazy.
I guess that might answer my "Why would AMD find that having a CUDA competitor isn't a business case unless they couldn't do it or the cards underperformed significantly."
They're not going big enough dies at the top end to compete with nvidia for the halo, and they're refusing to undercut at the low end where nvidia's reputation for absurd pricing is at an all time high. AMD's GPU division is a clown show, it's impressively bad. Even though the hardware itself is fine they just can't stop either making terrible product launches, awful pricing strategies, or just brain dead software choices like shipping a feature that triggered anti-cheat, getting their customers predictably banned & angering game devs in the process
And relevant to this discussion Nvidia's refusal to add VRAM to their lower end cards is a prime opportunity for AMD to go after the lower-end compute / AI interested crowd who will become the next generation software devs. What are they doing with this? Well, they're not making ROCm available to basically anyone, that's apparently the winning strategy. ROCm 6.0 only supports the 7900 XTX and the... Radeon VII. The weird one-off Vega 20 refresh. Of all the random cards to support, why the hell would you pick that one???
AMD fundamentally viewed/views GPUs as nothing more than a tool to make semicustom deals. Just like "xbox isn't the product, gamepass is the product" - well, for AMD "radeon isn't the product, semicustom is the product". The only thing they really need graphics for is APUs, and they don't need to beat the 4090, they just need to beat Xe-LP. They don't need raytracing, they don't need that "AI" crap (oops), just to run games at 720p/1080p.
They're happy to squeeze whatever they can out of Sony/MS's R&D spend, but they aren't going to invest heavily on their own. And now that there is an obvious money fountain occurring in AI/ML... that is starting to change.
It was always about the money, specifically the lack of it. AMD knew HSA-Library/OpenCL/etc sucked, they didn't care, especially when the money was better spent going after Intel instead of NVIDIA. Intel is dysfunctional and AMD had a chance to crack their marketshare, and that's where every penny they had went. And that's probably not a wrong business decision.