Even if they put out some super high memory models and just pass the ram through at cost it would increase sales -- potentially quite dramatically and increase their total income a lot and have a good chance of transitioning to being a market leader rather than an also-ran.

AMD has lagged so long because of the software ecosystem but the climate now is that they'd only need to support a couple popular model architectures to immediately grab a lot of business. The failure to do so is inexplicable.

I expect we will eventually learn that this was about yet another instance of anti-competitive collusion.

the whole RAM industry was twice sanctioned for price fixing, so I agree: any business that deals with RAM has, more likely than other industries by a lot, anti-competitive collusion

> The failure to do so is inexplicable.

Lisa and Jensen are cousins. I think that explains it. Lisa can easily prove me wrong by releasing a high-memory GPU that significantly undercuts Nvidia's RTX 6000 Pro.