<story><title>Nvidia&apos;s earnings are up 206% from last year as it continues riding the AI wave</title><url>https://arstechnica.com/gadgets/2023/11/nvidias-earnings-are-up-206-from-last-year-as-it-continues-riding-the-ai-wave/</url></story><parent_chain><item><author>perryizgr8</author><text>Always perplexed me why nobody else kept up with Nvidia for the last decade in GPUs. Gaming has been a lucrative market. Why is there only Nvidia?</text></item></parent_chain><comment><author>packetlost</author><text>There&amp;#x27;s not? Both AMD and Intel have GPUs that are competitive in certain market segments. AMD in particular is pretty much even in terms of rasterization performance on the high end. Intel is just new (again) to the game of discrete graphics.&lt;p&gt;Nvidia, on the other hand, invested tons and tons of money to make CUDA good over the last like 15 years, while AMD has not really put any serious effort into AI&amp;#x2F;ML workloads. It&amp;#x27;s &lt;i&gt;mostly&lt;/i&gt; a software support problem, not a hardware problem to my understanding.</text></comment>
<story><title>Nvidia&apos;s earnings are up 206% from last year as it continues riding the AI wave</title><url>https://arstechnica.com/gadgets/2023/11/nvidias-earnings-are-up-206-from-last-year-as-it-continues-riding-the-ai-wave/</url></story><parent_chain><item><author>perryizgr8</author><text>Always perplexed me why nobody else kept up with Nvidia for the last decade in GPUs. Gaming has been a lucrative market. Why is there only Nvidia?</text></item></parent_chain><comment><author>automatic6131</author><text>AMD&amp;#x27;s Radeon group has, by any definition, kept up. In gaming, in the tier of cards that people actually buy, they trade blows with NVidia.&lt;p&gt;But making a GPU is hard. Making a good GPU is even harder. This becomes a chicken and egg problem. If NVidia&amp;#x27;s hardware has quirks, and you&amp;#x27;re a game developer, you optimize your game for Nvidia&amp;#x27;s hardware. If someone else tries and builds a GPU, they discover that many, popular, games run like sh*t. Because of tens of years of strange workarounds to ship a game, drivers rewrite commands for specific games, game devs abuse the directx spec or do it wrong.&lt;p&gt;However, Nvidia set out 10-15 years ago to corner the professional general purpose GPU compute market with a software layer called CUDA. Software was written and optmised for CUDA, and not any other generic graphics library for reasons I don&amp;#x27;t know (I&amp;#x27;m not a graphics developer, just a gamer). So now Nvidia enjoys a moat in gpGPU (as it was called).</text></comment>