That "back-foot" "underdog" nVidia has the edge in the video market still... and 3x the market cap of AMD.
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 :)
NVIDIA's cards were faster than AMD's with the huge gap in transistor density that was the Samsung fab.
Don't get excited for the AMD graphics division up in Canada.
They are roughly at par. AMD does better at lower resolutions because of their cache setup.
With the refreshed cards, AMD is slightly ahead.
An unrelated but very underrated is the egpu. Egpus are external to the pc unlike a dgpu. So you can buy a thin laptop, connect it via Thunderbolt to a rtx 3080 and enjoy faster gpu performance than allowed on any laptop on the market, and enjoy a thin lightweight, silent laptop the rest of the time. Disclaimer Thunderbolt is still a moderate limiting factor in reaching peak performance.
