3 ms·
Well until that actually happens I will be buying more NVIDIA stock. I have done deep learning also and I don't see NVIDIA being an incumbent that is easy to b
by zitterbewegung 9y ago
Well until that actually happens I will be buying more NVIDIA stock.
I have done deep learning also and I don't see NVIDIA being an incumbent that is easy to be knocked out. I think we would need some distruption such as a new technique that is more performant or different design goals. Intel is still leading the way and I don't see NVIDIA being unseated with its head start anytime soon.
- sabalaba 9y agoI'm not as pessimistic. 3dfx and Matrox didn't look like easy to knock out opponents in the 90s and yet here we are. Markets are powerful incentive mechanisms. "Slowly grinds the mill of the gods, but it grinds fine."
- throwaway2048 9y agoCosts to compete in the silicon business have inflated massively since that era, its perhaps 100 or even 1000 times more expensive to build stuff like fabs (although NVIDIA dosent own fabs), and design chips.
- jacksmith21006 9y agoBut this makes it so Google is not dependent on Nvidia. But also push Nvdia.
- zitterbewegung 9y agoI will also change my Cable provider to something other than Comcast because I hate their service. Oh wait they are the only provider in my area...
- ksec 9y ago>3dfx and Matrox didn't look like easy to knock out opponents in the 90s and yet here we are. Matrox didn't give much of a damn to 3D gaming, 3Dfx were bust doing all the wrong things. It was certainly not "easy", but don't seems hard or impossible either at the time.