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My impression is that AMD has always had technically competitive products, but lagged in software and ecosystem and marketing. (It had a long line of dud CEOs.)

Lisa Su (Jensen's cousin, btw) seems to have turned the ship around.

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> Lisa Su (Jensen's cousin, btw)

TIL! Wow, that's wild.

they're a fast follow that competes for the middle and low end of the market. they won't produce anything that competes with NVIDIA's topend any time soon. Will take some outside competitor like LPUs or something that comes and changes the game to make a dent, that will take a while though I reckon. Hardware revolutions take years to scale.

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