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We've been covering NVIDIA's screw-ups all week, and now it's time to talk through some opinions and some facts about AMD's situation. This video is us talking about AMD's Radeon RX 9070 and RX 9070 XT pricing situation for its impending announcement on Friday, February 28, where it will more fully detail its RX 9070 series GPUs. The video is just us talking through opinions and market conditions as we try to better understand AMD's position right now. NVIDIA's RTX 50 launch was a disaster, with all of its cards -- the RTX 5090, 5080, and 5070 Ti (so far) -- each having some sort of problem on its own. Intel has already launched its new architecture. That leaves AMD as the last one to launch this generation's new GPUs.
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TIMESTAMPS
00:00 - Don't Screw This Up, AMD
04:43 - NVIDIA's Worst Launch
05:39 - Intel in 2016 vs NVIDIA Now
08:19 - AMD vs NVIDIA Market Share
11:07 - Steam Hardware Survey
13:27 - AMD Throws Away Launch Reviews
15:27 - CPU and GPU Behave Like 2 Separate Companies
17:27 - Steve's Existential Realization
18:19 - AMD Needs 2 Things
22:18 - Everyone Follows NVIDIA
25:07 - AMD's Status Quo and the Hope
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Steve Burke: Host, Writing
Jeremy Clayton: Writing
Vitalii Makhnovets: Video Editing
As impressive as their “Ryzen moment” was, AMD still hasn’t gotten 50% of the market after half a decade.
As much as I love AMD, they will follow Nvidia because they’re a follower. They unlaunched the 9070 at CES because they were unsure about Nvidia’s pricing. They changed their naming scheme to match Nvidia.
They changed their laptop naming scheme to match Intel. They pushed their earnings release date back so they could report after Intel (Intel pushed their own back the previous quarter).
AMD is content with being a second source supplier to Nvidia and Intel. After years of losses and near bankruptcy, AMD has finally figured out how to make a profit while being in second place. They’re in their comfort zone, and there’s no incentive for them to step out of it.