AMD

Acquired · Sep 6

Nvidia Part III: The Dawn of the AI Era (2022-2023)

It lacks TSMC packaging capacity and CUDA-scale developer adoption, and its open source ROCm has little uptake. Its 3D packaging is more advanced than the H100's 2.5D, but the real threats come from customers and open source.

Acquired · Apr 20

Nvidia: The Machine Learning Company (2006-2022)

Bought ATI for roughly $6 to $7 billion in 2006-2007, giving Nvidia its only legitimate long-term rival real resources and distracting Nvidia. It remains a legitimate second place in high-end gaming and Nvidia's main competitor.

Tips

• Jensen Huang kept investing in CUDA while the stock fell 80 percent in 2008▶ 24:50Nvidia did not regain its 20 billion dollar market cap peak until 2016, almost ten years after 2007.

Acquired · Mar 28

Nvidia: The GPU Company (1993-2006)

In the mid-2000s it tried to buy Nvidia, but the deal collapsed when Jensen insisted on being CEO. It bought ATI in 2006 instead and became Nvidia's main GPU rival.

Tips

• Jensen Huang insisted on being CEO of a merged company and killed AMD's offer to buy Nvidia▶ 1:29:30AMD bought ATI in 2006 after the Nvidia talks failed.