AMD Does Not Need to Outrun the Bear
So long as AMD has better GPUs than Intel and better CPUs than Nvidia they should have a seat at the table in the market for data center processors.
Tag Archives: Meta
Post Vision Pro, What Does Everyone Else Do?
Apple just raised the stakes for VR. Absent Meta developing their own VR OS, the best case for the market is smartphones where Apple has all the profits. The worst case is the tablet market where Apple has all the profits AND all the volume.
We are thinking about AR/VR wrong
AR and VR share some technical concepts and will likely have similar components, but beyond that are completely unrelated – the way people use them and thus the software needed to power them will be very different.
Who should roll their own chip?
Meta’s struggles with designing their own silicon for their AR glasses shows that rolling your own silicon does not make sense for all companies.