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Sure, a few of these companies are going to win. But good luck picking the winners. Meanwhile, Nvidia has the deep pockets to build a custom chip of their own
by scottlegrand2 9y ago
Sure, a few of these companies are going to win. But good luck picking the winners. Meanwhile, Nvidia has the deep pockets to build a custom chip of their own and a well-established ecosystem to drive it. And up until they decided to dictate where you can place their GPUs and to reserve the right to audit your usage of their GPUs and software, I believed they had already won the war before the first shots were fired.
- dnautics 9y agothere's a lot of engineering, technical, and cultural debt at Nvidia, while I wouldn't be surprised if they came out on top, I also wouldn't be surprised if they didn't.
- erikj 9y agoNvidia will keep focusing on GPUs to the detriment of anything else. That's how larger established corporations always work, they have a lot of institutional inertia.
- scottlegrand2 9y agoSo the thing is that as long as Nvidia tapes out a new architecture every single year, the best you can really do is beat them by a factor of two or so by matching them without the constraint of fixed function graphics transistors along for the ride. And I think you need to beat them by a factor of 5 to 10 against currently shipping hardware (not last year's model or worse) to get traction. Also you have to deliver perf, not just perf/W. Those two constraints alone will eliminate 80% or so of these companies I suspect.