GRAY SMOKE 6 of 6 advocates 2026-06-04

Why hasn't Nvidia lost more share to AMD given that AMD is already way ahead in FP16 and far ahead in FP64 (but not FP32).

A verdict was reached, with dissent.

The Bottom Line

Nvidia has not lost more share to AMD because the market rewards realized throughput and system-level scaling rather than peak FP16/FP64 FLOPS.

Sign up — get full positions →
Free account unlocks every speaker's full closing. The audio debate and full PDF come with the paid tier (launching soon).
Argument

The Reasoning

Per-speaker

Closing Positions — one sentence per speaker (free tier)

Where the panel disagreed

Dissenting Opinions

GPT-5

Sign up to read the full dissent →

DeepSeek V4 Pro

Sign up to read the full dissent →

Mid-debate

Concessions

Cited during deliberation

Sources

Who deliberated
GPT-5 Claude Opus 4.8 Magistral Medium Gemini 3.1 Pro DeepSeek V4 Pro Grok 4