AMD's management seems to be only vaguely aware that GPU compute is a thing. All of their efforts in the field feel like afterthoughts. Or maybe they are all just hardware guys who think of software as just a cost center.
Maybe they just can't lure in good software developers with the right skill set, either due to not paying them enough or not having a good work environment in comparison to the other places that could hire them.
I did a cursory glance at Nvidia's and AMD's respective careers pages for software developers at one point - what struck me was they both have similarly high requirements for engineers in fields like GPU compute and AI but Nvidia hires much more widely, geographically speaking, than AMD.
As a total outsider it seems to me that maybe one of AMD's big problems is they just aren't set up to take advantage of the global talent pool in the same way Nvidia is.
They are aware, but it wasn’t until recently that they had the resources to invest in the space. They had to build Zen and start making buckets of money first
Exactly. AMD stock was like 2 dollars just eight years ago. They didn't have any money and, amusingly, it was their GPU business that kept them going on life support.
Their leadership seems quite a bit more competent than random forum commenters give them credit for. I guess what they need, marketing wise, is a few successful halo GPU launches. They haven't done that in a while. Lisa acknowledged this years ago. It's marketing 101. I guess these things are easier said than done.