It's fair to extrapolate because their strategic decisions will be based on extrapolations.
NVIDIA had to overclock and hustle the current generation of cards and it's looking even worse for the next generation. Software was a moat when AMD was heavily resource constrained, but now they can afford the headcount to give chase. Between the chip shortage and crypto, there was plenty of noise on top of fundamentals, but one doesn't make strategic plans based on noise.
This is all speculative, of course. I'm sure if asked they would say it was a total coincidence. Just like AMD and Intel switching places on their stance towards overclocking. Complete coincidence that it matches the optimal strategy for their market position -- "milk it" vs "give chase." Somehow it always seems to match, though, and speculation is fun :)
I wish my company were in the same desperate situation as Nvidia. One where we’d be faster than the competition with similar perf/W while using a much inferior silicon process…
NVIDIA had to overclock and hustle the current generation of cards and it's looking even worse for the next generation. Software was a moat when AMD was heavily resource constrained, but now they can afford the headcount to give chase. Between the chip shortage and crypto, there was plenty of noise on top of fundamentals, but one doesn't make strategic plans based on noise.
This is all speculative, of course. I'm sure if asked they would say it was a total coincidence. Just like AMD and Intel switching places on their stance towards overclocking. Complete coincidence that it matches the optimal strategy for their market position -- "milk it" vs "give chase." Somehow it always seems to match, though, and speculation is fun :)