Look out fantards. Mobile devices have now surpassed AMD's very best laptop APUs in both processing power and graphics performance.
The end of AMD accelerates again, as the decimation to AMD's consumer backbone started by the iPad is being wrapped up by the new gen smartphones.
Roadkill, baby. AMD is nothing but roadkill.
I heard that Sony was talking to Intel about the PS5 project, having no faith in AMD's fab partners being able to improve their manufacturing in time. With Iris Pro already obliterating AMD's best integrated graphics, and Intel's CPU cores being twice as efficient at 4x the performance of AMD's, it's very clear that Intel's Haswell successor will reduce AMD to rubble on all fronts: CPU, GPU and efficiency.
What do you expect? AMD had been working on a simple SSD rebrand deal with OCZ for over 2 years. It took them two full years to figure out how to affix and AMD label to a third party SSD drive. No wonder AMD is suffering its lowest market share in decades in all segments. It's staffed by a bunch of dummies!
NVDA certainly made the right move and dodged a bullet when it told Hector "F no".
Jen should be given CEO of the century kudos for turning AMD down. Look at how AMD destroyed ATI. Less than 20% market share from 40% when acquired. Paid $4.5 billion for ATI alone, and now ATI is part of a company with less than $3 billion in market cap, more than $2 billion in debt, and less than $1 billion in cash.
Talk about doing a good job reading the tea leaves. I hear Jen told Hector "I can imagine no world in which a Chinese person would ever report to a Mexican."
Shocking but true. AMD's old Phenom II was already getting its rear end whooped by Sandy Bridge three full generations ago, but that slow old Phenom II is much faster than AMD's top of the line latest cores, whereas Intel's current cores are more than 50% faster than its old Sandy Bridge units.
This means that AMD remains mired in performance numbers 4 generations old!
NVDA Q2 revenues: $1.1 billion
NVDA Q2 net income: $128 million
AMD Q2 revenues: $1.4 billion
AMD Q2 net income: ($20 million)
Why bother AMD?
Oh, you mean like AMD's aggregate gross margins dropping from 44% to just 31% in a single quarter? Good luck with that, chump. Maxwell owns consumer and enterprise as far as discrete GPUs go. AMD has nothing even remotely close on a performance per watt basis. That's game over for AMD.
Dream on. There's not a top 25 GPU using HPC deployment that isn't built on CUDA. The switching costs to a non-CUDA GPU alternative are monumental. No one will switch. They'll just wait for nVidia's next chip which will do what nVidia always does, leap frog AMD's technology.
Enterprises do not use AMD products, period. That's why AMD is losing PC and laptop business despite the uptick in enterprise PC and laptop buying. AMD's server share is now around 3%. AMD has zero credibility and is irrelevant in anything but low end consumer. AMD has demonstrated that it has no staying power in any segment. Enterprises but only from consistent, reliable suppliers.
INTC - crushed Q2, guided above Q3 expectations.
NVDA - crushed Q2, guided above Q3 expectations.
AMD - muffed Q2, guided well below Q3 expectations.
There's one inescapable conclusions: INTC and NVDA make money while AMD makes only press releases. INTC and NVDA are ripping market share away from dying AMD, hand over fist, quarter after quarter.
Check out the Glassdoor ratings for various companies.
Intel rates a 3.8/5 ("Satisfied") among its employees, and the CEO, Krzanich, as an 83% approval rating.
Autodesk has a 3.5/5 rating ("Satisfied") with its CEO, Carl Bass, enjoying a 75% approval rating.
Google rates a 4.2/5 ("Very Satisfied") with CEO page getting a whopping 96% approval rating.
Facebook: 4.5/5 ("Very Satisfied") with Zuck receiving a 97% approval rating.
OCZ: 2.4/5 ("Dissatisfied"), but CEO Schmidtt has a 67% approval rating, despite the bankruptcy and liquidation.
3/5 rating with Read a near bottom 51% approval rating among employees.
AMD is on the edge, about to fold.
Apple spends $4.2 billion a year in R&D. In 2006-2007, when Apple developed the iPhone, it DOUBLED its R&D expenditure compared to the two years prior. No great new products have ever been launched without a substantially increased investment in R&D preceding their development.
For comparison, AMD's annual R&D spend increased by 40% leading up the the Opteron launch. Today, AMD's R&D is in steep decline. When Read joined AMD in 2011, the R&D was over $1.4 billion. In the last 4 quarters, it's been right at $1 billion, a 40% reduction. Current R&D investment has fallen to 2005 levels. A buck in 2005 was worth a lot more than that same buck today, so AMD's real R&D spend is massively smaller than in prior years.
AMD is broke.
For the record, Intel's debt-equity ratio is 0.22. NVDA's is 0.32. AMD's is 4.41.
OCZ's was 2.51 when it went bankrupt. AMD's bankruptcy looms.
Gee, I wonder why it is that Apple won't use *any* AMD CPUs or APUs?
Come to think of it, I also wonder why Apple, who used to use AMD discrete GPUs in the MacBook Pro, iMac and Mac Pro lines, kicked AMD out of the high volume MacBook Pro and iMac lines, and kept them only in the slow-selling, low volume Mac Pro line?
Oh wait, I know! It's because AMD chips are GARBAGE!
Great. 12-core AMD APUs ought to be half as fast as a bottom end Bay Trail and consume at least 32x more energy.
AMD can't give away it's out of date CPUs. They are junk. Deadmeat.
Sure they did. nVidia is within pennies of a 52 week high. How does that compare to AMD's current share price?
NVDA followed the nervous market. AMD was punished well beyond market decline, for failure and likely bankruptcy later this year.
Debt went way up.
Discrete graphics sales tumbled.
Despite promises by the CFO to the contrary, margins were low and flat - no improvement.
AMD lost money again, and failed to deliver promised EPS increase.
AMD's low margin semi-custom strategy is killing it. Stupidest move in tech history.
I cannot wait to see how much cash AMD burned in the quarter. They omitted that key data point, but the analysts will surely pick at it in the CC.
AMD could open more than 30% down tomorrow morning after the full details of the train wreck are revealed tonight.