Should Nvidia and AMD be broken up?

[Kaapstad]

As in the title

Should Nvidia and AMD be broken up?

ATM we are seeing some really bad things in the Gaming GPU marketplace.

Nvidia has almost got a monopoly of the market.

Both Nvidia and AMD are prioritising cards for the professional market over the gaming market as this gives them much higher margins.

Both companies are really damaging the PC gaming market with the limited supply of GPUs.

if both of the above companies were split into separate entities, one catering to the professional market and the other to the gaming market this could have a number of advantages for the consumers.

It could increase the availability of gaming cards (a company only making gaming cards will only stay in business if it supplies them).

It could also drive innovation if the silicon is designed purely for gaming.

I am sure both AMD and Nvidia would hate the idea as it would seriously hit their profit margins.

 

[WYP]

I doubt that any government would force that kind of change to happen.

TBH, the small generational increase in Nvidia's performance highlights that Nvidia has prioritised AI/server performance over gaming. AMD also seems to be headed in the same direction IP-wise with UDNA, and could make the same mistakes.

The GPU market is broken right now. Not enough product is being shipped, and for high-end products the term "MSRP" is a joke. I'd love to see change, but a split isn't going to happen.

I kinda wish the GPU market was more like the console market. When the PS5 was being sold its MSRP was its price. Yes, there were scalpers, but if I bought one from a big retailer it was for its MSRP price.

We have kinda moved past the time where AIB GPU models have delivered much of value in most instances. When Nvidia Founders Edition and AMD MBA (Made by AMD) GPUs are good, do we really need as many custom models as we do? And do these custom models justify a huge premium when performance gains are minimal? Another thing is that low supply means that AIBs are not competing in any meaningful way. If they have stock, it sells.

I don't know how to fix the GPU market, but I agree that some kind of change needs to happen.

 

[Kaapstad]

I have not bought a GPU for a very long time, I am still using 3XXX series cards in my PCs.

I really don't like the high end Nvidia 4xxx and 5xxx cards due to their high power consumption, massive coolers and the dodgy power connector.

I also won't pay scalpers prices for anything as I think what they do is disgusting.

In the past I bought loads of GPUs but that was when the supply was good and everyone could get what they needed.

I will be building a PC in the near future based around the Asus x870e Extreme motherboard when it becomes available (looking forward to your review of it) and a 9950x3D. I will not be using any of the new Nvidia cards, I will most likely use one of the new AMD 9XXX cards or even my old Volta card which is sat in a draw ATM. I am only doing this build because one of my PCs will only run Windows10.

I will be doing very little with PCs until the supply of GPUs improves, the games I play are quite old and don't require the latest GPUs/Ray Tracing.

 

[Dicehunter]

AMD are fine where they are as we've seen with the 9000 series, Really good performance and really good price and even though they got a LOT of supply onto the market the demand was bigger than ever as there are more people gaming than ever before and more people moving over from Nvidia to AMD, They literally cannot make them fast enough.

As for Nvidia, I don't think you could break them up as a lot of their advancements come from their AI/data centre side, What Nvidia needs is leadership that isn't obsessed with money to the point it damages the market, Profit is good but out of control greed in the long term is damaging, Mix in the very shady and in a lot of cases highly manipulative aggressive and bully-like behaviour that many people in the business have said Nvidia does and it's clear things need to change in the leadership department.

 

[KingNosser]

Hard too disagree on anything here, however they are already broken up they are separate company's and while the leadership clearly matters it's not for us too decide all three had different issues even Intel in that sense and what go's around comes around so Nvidias turn is coming in that sense and like it or not and they know it, AI will end up as a burst bubble as in how much AI do you actually need in anything. Everything ages over time so they will come back into the GPU gaming space with aggressive products in time, but nah not atm and tbh do not expect to rely on any supply here on out literally none which is the only reason why i got my 9070XT it might well be the last GPU I buy for a time maybe the last GPU.....