I know Intel is dipping its toe into the GPU market, but let’s be real, AMD and nVidia are the only options and have been for the last 20+ years. The manufacturers/assemblers of the complete graphics cards are varied and widespread, but the core tech comes from two companies only.
Why is this the case? Or am I mistaken and am just brainwashed by marketing, and there are in fact other viable options for GPUs?
Cheers!
Matt Stoller had a nice writeup recently in his monopoly newsletter BIG about how we got into the current mess. TL;DR: basically financialization (prioritizing stock price over innovation, like at Boeing) and a lack of antitrust enforcement as a previously competitive market got monopolized (see chart below)
Interesting to note that most of those are not chip makers but fabless semi conductor companies who outsource all of their production to global foundries and tscm.