Comment by cherryteastain
16 days ago
What is she supposed to say? Perhaps "our products have bad software, don't buy them, go buy Nvidia instead"?
16 days ago
What is she supposed to say? Perhaps "our products have bad software, don't buy them, go buy Nvidia instead"?
She could admit that they fell behind on this one and really need to focus on closing the gap now. But instead she says it's all business as usual, which assures me that I won't give their hardware another shot for quite a while.
I wouldn't blame that on the CEO, that's just regular media training and it's their job is to keep the stock market happy.
Companies really only admit to failure if there's no other option and the pressure is too high ("Antenna gate" and others come to mind).
Well, while they desperately try to keep shareholders happy instead of developers, Nvidia racks in trillions in market cap. But I agree in the sense that thinking ahead further than the next quarter is not a great strength of most publicly traded companies.
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> that's just regular media training and it's their job is to keep the stock market happy.
The investors already know AMD's SW is bad. Now they know not to trust AMD's CEO.
She could say "We are in a compute gold rush and yet AMD's stock didn't gain anything in the last 6 months, so I hereby submit my resignation". That would work.
She managed to pull them out of the garbage bin after Bulldozer but I guess she hasn’t managed to hook them up to the AI bubble yet.