Reuters reported that AMD has hired a consulting firm to look at possibly breaking up/spinning off its business units.
No guarantee it will happen, but they’ve been losing position for years, which probably means they’ll have to do something, anything, because their current strategy is not working. Their entire market cap is $2 billion. Intel is $152 billion.
Their CPU business is clearly moribund and has been uncompetitive with Intel for years. The real problem is that Nvidia has taken a pretty serious lead in design this last generation, and they lack the resources on their GPU side to keep up as well.
Spinning off the GPU business would essentially kill what remained of the company.
Yeah, the 300-series are all rebrands, the fury X is a crazy watercooled monstrosity, the fury is a 980 non-Ti competitor that will probably be much hotter/power-hungry, and the fury nano is potentially interesting but no info has been released yet.
Early indications are the Fury X outperforms a Titan X and is $650 for the watercooled version. They use cutting edge stacked memory to drastically reduce card size and power requirements. They’ve also added a framelate limiter feature so if your monitor can’t display the framerate a game is running at it will scale back to save performance. You just tell it “I’m never going to need more than 100fps” and instead of running an old game at 300fps and sucking 275w it will just give you 100 at half the power consumption.
The real thing is, what company would care enough to pay? Their competitors who are already putting out more advanced products? Smartphones and mobile stuff is huge and diverse, but AMD doesn’t have the same pull as a Motorola patent portfolio or the name of Nokia, etc…
Being an also-ran for years and years does that. It’s really unfortunate because both markets should benefit from competition, but they have really not been competing in a very long time.
Intel might get annoyed, but MS only has to say, “How about all that love you’ve been giving Apple this past decade?” Besides, Wintel is still important. Intel has to be worried that one day, sooner rather than later, that Apple will switch to its own CPUs for its laptops/desktops.