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AMD: Custom Mining GPU

Austin Craig profile picture
Austin Craig


  • The problem of demand will result in a fork in GPUs. Gaming GPUs and specific GPUs for mining are on the way.
  • It is time for a new mid-range GPU from AMD (but we won't get it).
  • Mini-hype is on the way.

Dedicated Mining Card

While not concrete, AMD (NASDAQ:AMD) has hinted that it will make a custom mining solution be it hardware or software. Per Anandtech.com: "In our recent interview with AMD’s CEO, when asked if the GPU market will at some point have to bifurcate between gaming-focused and compute-focused designs, Dr. Lisa Su stated that:

It must be the case."

It sounds logical. Currently, it is nearly impossible to buy an Nvidia (NVDA) or AMD GPU at anything approaching a reasonable price. AMD could take the path of custom hardware to approach the problem. Alternatively, AMD could take the software road and introduce a mining-specific card in which the drivers do not support gaming, but rather offer optimizations for mining - thus taking pressure off gaming GPUs. Nvidia won't sit idle and refrain from marketing a custom card for these specific markets. Whoever takes the lead stands to greatly profit.


AMD's CPU division is doing extremely well with the successful launch of Ryzen as reviewers gush over Ryzen APUs. However, one commentator posted in my last article's comment section:

I think that the crypto currency mining market will collapse soon and the market will be flooded with used mining graphic cards. AMD's graphic card revenue will collapse. In the long term, AMD might or might not work out, but I think in the short term it is going to seriously suffer."

Fair enough. About once a week my buddy and I go back and forth in a friendly debate over crypto. I stand in the corner and call it a tulip mania, followed by the disclaimer that some currencies will obviously flourish, but many will fail. This is not to say that prices cannot fluctuate all over the place (with the end game being government regulation and oversight).

This article was written by

Austin Craig profile picture
"Never let formal education get in the way of your learning". - Mark Twain,,,You are here for one reason. You want "actionable Intelligence". If you wanted a history lesson on a company then Google is your friend. My aim is to provide intelligence that you can read, ponder, and then execute upon to make a profit or avoid a loss. A price of a stock is almost irrelevant. It is the last thing to consider when buying a stock. If you don't pay attention to management, financials (go back 3 years), the sector, global macros, your portfolio mix, along with risk/reward for capital used and the company news, you are ignoring all of the things that come before price. Price is mostly real-time sentiment. It is hardly ever a good indicator of value.People who only look at price will fail as investors, because price is a result of fundamentals, news, and sentiment. You have to learn to "take" from the market, if at all possible, make it give you what you want.Use targets, set limits, protect your capital with stops and if something changes fundamentally, review, review, review.You can't read too much. If it was easy everyone would be doing it. Now you have no reason to not get Alpha.

Analyst’s Disclosure: I am/we are long AMD, NVDA. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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