Patel: AMD cannot catch NVIDIA due to poor software, networking, and co-design
Dylan Patel · No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel · Aug 14, 2025 · at 21:37
Dylan Patel of SemiAnalysis discusses why competing GPU makers struggle to take market share from NVIDIA in the AI accelerator market.
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“Why is AMD not catching up despite being awesome at hardware engineering? Well, yeah, they're bad at networking, but also they suck at software and they can't do hardware software co-design.”
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