this post was submitted on 03 Sep 2025
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AMD seems to be doing fine, Nvidia just doing finer. If this was 10 years ago, it'd be a lot more concerning but now AMD has a healthy home and server CPU business and GPU server business and they're the standard for handheld PCs. Along with consoles, that'll keep FSR relevant and their server stuff will keep funding for UDNA. Samsung uses AMD GPUs for their Exynos chips and that sounds like it may make it's flagship return with the next Galaxy phones. They're not drowning
Ehh, 5% market share is not fine.
AMD’s server GPU division is not fine, either, so don’t bet on that saving them.
AMD/Intel graphics divisions need R&D money from sales to keep up, and if this keeps up, they’re gonna drop out of dGPUs and stick to integrated graphics (which Intel is already at extremely severe risk of doing).