Advanced Micro Devices (AMD -2.05%) and Nvidia (NVDA -6.58%) hold a near-duopoly in discrete GPUs. Nvidia controls the majority of the market with its higher-end chips, while AMD remains the persistent underdog in the lower-end market. However, that duopoly could soon be threatened by Intel (INTC -0.52%), which recently returned to the discrete GPU market after an absence of more than two decades.
https://www.fool.com/investing/2022/12/27/amd-losing-ground-to-intel-in-this-key-chip-market/
It is funny that you are debating with an investment company on this issue. Intel has come down to owning shares or not. Intellect and employees are secondary?
I want to see discrete graphics succeed, but The Fool fell off so hard by writing that this would somehow sway investments lol
AMD is losing ground to Intel in graphics? 🤣🤣🤣🤣🤣
Intel wraps dollar bills around low end discrete graphics to generate business and loses money of every shipment? I'd call that a win for AMD. They will let Intel have all the negative margin business they can eat.
Remember Intel ATOM? Same idea, mega losses. Shut down.
We all know that 4% share is from the low end of the market, so very few dollars there.
Intel is burning a lot of cash at a time when revenues are plummeting.
We’ll see how this debacle goes. I’m not optimistic.
Return on investment for a 4% share?