Originally Posted by mtcn77
AMD is monetizing their HBM prowess, though. Consoles are just the display of their engineering evolution - now at the third iteration(generic>gddr5>hbm).
They have a mature advantage and it is still anyone's guess what Intel can offer Hynix to curtail AMD from literally shunting the entire stacked dram market - 2.5D is superior to 3D due to costs.
Nvidia is also behind for having bet on the HMC bandwagon.
Since nvidia has pascal with HBM2 in tape and test for almost a year now, I doubt they will be behind. It should be ready for 2016 release. And with past experience, I expect them to deliver.
AMD hadn't been able to capitalise anything on HBM.
They promised it will be break nvidia. They promised it will break the market. They promised it will push them way over nvidia. Guess what happened.
Regardless of AMD's experience with HBM, since HBM 2 will be mass produced, and they seems to not have any monetisation on the first batch like WCCF thought, I doubt nvidia will fall because of this.
Consoles wise, I have no idea what you are talking about. Consoles are still old, tech wise. I don't see anything there that gives AMD any benefit tech wise, beside money from selling the APUs.