Quite the certainty you have with your assumption while the talk from the horse's mouth is way different.
You can get those numbers from their financial reports, what you think nV is another enron? They are just making those numbers up to make their investor's happy? Maybe AMD should do the same, so they can "look" good.
hmmm yeah we have the numbers for the past few quarters, its pretty easy to deduce what is going on.
Good reasons in your mind, perhaps. GM204 vs. Hawaii/Grenada had people claiming doom on AMD"s head because of higher PCB costs while conveniently forgetting about the R&D for the new arch. plus the fact AMD sweeped the consoles as well which in turn asks more of nvidia to spend on gameworks to keep up.
R&D as I stated is a fixed cost that is a reoccurring cost as is Gameworks, AMD even though it has less budget for R&D it has one too, and those are not factored into the end margins, if you want to look how accounting is done, I suggest this book.
Corporate Controller's Handbook of Financial Management
Now Even with nV spending more on both those, they are still making money hand of fist over AMD. So those don't even factor into anything at the end, just makes AMD's position even more tenuous.
Lets look at this deeper shell we? What about nV's heavy push into neuronets? the hundreds of millions they have done for that, I wouldn't be surprised if that budget alone is around AMD's R&D budget.....
Now if we understood anything from the past, the way nV is doing their neuronet program its going to an extension of their cuda based program where they are going to get majority of the colleges involved and then close the gate on the rest of the industry. I can't see how they would spend hundreds of millions unless they are doing this. And its not a far stretch for them to do since their cuda program has a great foot hold at the academic level.
Also AMD has been trying to leverage their console wins the same way (well not at an acedemic level but you get the picture), and this is why they have pushed their budget up for their marketing and game dev programs.
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