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Joined 2 years ago
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Cake day: August 5th, 2023

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  • They’re not what I think of as a “Key Company” for anything.
    That would require them to be irreplaceable in some aspect, on any reasonable timeline. But if they disappeared tomorrow, AMD would be able to step in and cover every use people had for Nvidia products.

    (Accept maybe the Nvidia Shield. But Nvidia seems to have largely quit that anyway)

    The closest thing they have to irreplaceable is CUDA. But AMD has been making leaps and bounds improving their GPU software. It would take the market maybe 6mo, or a year. But it would adjust without much trouble.