If AMD gained market share then they have gained market share, i could not care less about the why, AMD getting closer to NV for whatever reason is better for everyone.
I really don't understand how someone can look at these numbers and believe AMD is somehow in a better position than they have been in recent quarters. Well... this one number is bigger and bigger is always better so screw everything else, AMD is on the way back!
AMD's market share gain this past quarter is
meaningless. As I have already posted, and you readily admitted to voluntarily ignoring, AMD didn't see any meaningful increase is sales volume. Now couple that with their financial results in q1 and q2:
http://www.anandtech.com/show/10509/amd-releases-q2-fy-2016-financial-results
Scroll to the bottom to find the computing and graphics results:
__________Q1____Q2
revenue: 460m 435m
income_: -70m -81m
Despite this market share gain in Q2 that we are being told to view through rose colored glasses, AMD generated less revenue and had a higher operating loss in Q2 vs Q1. Yes, I understand that these numbers lump CPU and GPU numbers together, but let's not pretend like GPU's were pulling a solid profit in Q1, and CPU's alone lost $80-90 million.
AMD's market share gains only matter if they are a result of taking away customers from NVidia
and they make more money. Nvidia didn't ship 2.6 million fewer gpu's in q2 because the market collapsed. The decision to replace the whole top end of their product stack left them in a position unable to meet demand with the new process. Here is where AMD's strategy to "dominate" the mainstream will prove to be a failure. Despite Nvidia's production shortages, AMD had nothing to offer as an alternative. No one pissed off that they couldn't find a 1080/1070 any where near MSRP was going to settle for a 480 instead. So despite a substantial market of enthusiasts sitting around with a fist full of cash and no card to spend it on, AMD didn't switch any of these customers to their side as demonstrated by their disappointing 100,000 gpu increase.
This scenario is not looking like it's going to get any better for AMD any time soon. Vega is not expected to launch until some time in Q2 2017. That gives NVidia up to 3 more quarters to get there production up to market demand. So, all those customers without cards are waiting to give Nvidia their money and market share back as they know AMD is 6 months+ out from having anything remotely competitive.
So, with facts and actual analysis, not speculation and wishful thinking because you like AMD, please tell us how this short term market gain by AMD is actually benefiting us.