yea.
The question is funny given that every NV product for 2022/2023 timeframe slipped.
Some are outright dead (let's play where's Waldo with infiniband).
Yes they do their R&D spend is at $1.5B now.
It was a Q1'23 product, chefe.
You don't do that, TSM has spare capacity aplenty.
They 'accelerated' roadmap at the tiny little cost of insane work-hours at their hweng galley.
It's all comp pressure stuff.
As far as GPU launches which Nvidia generally does slip very much if at all....AMD on the other hand has been doing it quite a bit lately. Most of their delays as of late has mostly been a result of excessive Amphere product and trying to clear it out. Ask any here even with the generally optimistic and positive AMD view, and they will say the same thing. Nvidia executes extremely well. They are just greedy and overprice their cards.
Ask anyone here about execution with GPU launches and Nvidia sticks to their roadmap much better than AMD.
Even worse if MI300 was supposed to be a Q1 product. My point is AMD has a hard sticking with their launch schedule. They are spreading their resources thin. 1.5 billion is just a 10% increase year on year. It makes sense because AMD financials don't give them the cashflow.
AMD income has not been too hot the last year.
AMD annual/quarterly net income history and growth rate from 2010 to 2024. Net income can be defined as company's net profit or loss after all revenues, income items, and expenses have been accounted for. <ul style='margin-top:10px;'> <li>AMD net income for the quarter ending...
www.macrotrends.net
Something like a yearly increase in R and D of 1.5 billion would cause them to lose money. A little less than 1 billion in net income for the year including the latest quarter(and best quarter).
Compare this to Nvidia which is likely to be somewhere in the neighborhood of just under 30 billion dollars during the same period(if we include the upcoming q4).
This give Nvidia the opportunity to spend vastly more on R and D.
https://www.macrotrends.net/stocks/charts/NVDA/nvidia/research-development-expenses.
Nvidia is well over the 1.5 billion this quarter on R and D and is likely to be spending 2.5 billion this quarter with likely spending over 3 billion a quarter by the end of the year. With Nvidia cashflow, they could spend 4 billion a quarter and it would not hurt the balance sheet. Add in the less diverse product stack compared to AMD and it should be clear, to keep up with Nvidia Datacenter roadmap, AMD will need to make some sacrifices or spend more than their finances they can currently support. Having a 23 q1 product become available really at the start of 2024 is not acceptable when it is the most important product in a market that is a bubble. With so much money on the line, Nvidia will do everything in their power to hamper AMD's datacenter growth.