AMD’S GAMING DIVISION STRUGGLING
THE FIGURES FOR AMD’S earnings for the first quarter of the year have arrived, and the gaming division doesn’t make for happy reading. Numbers are down by 48 percent year on year. Sales, in both discrete graphic cards and custom GPUs, have tanked. Remember when we had trouble buying cards at all? No more. The market is flooded, and most of them are wearing green badges. Nvidia currently has about 80 percent of the discrete card market, while Intel has pinched a percentage or two in the bottom tiers. This doesn’t leave much room for AMD. Nvidia is flush with cash and resources, so going head to head in premium GPUs is a reach. The rumor is that AMD will abandon the high-end graphic card market for its next-gen RDNA 4 GPUs, leaving Nvidia to play alone. It’ll follow the money, meaning data centers, clouds, and AI. There is one weapon left in its arsenal, though: drop prices until you can sell everything you make.