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Interesting, I wonder if on a meta-note we're seeing an evolution of Nvidia's strategy. For a while, it was hardware, then it was leveraging that hardware to cr
by tomasreimers 6y ago
Interesting, I wonder if on a meta-note we're seeing an evolution of Nvidia's strategy. For a while, it was hardware, then it was leveraging that hardware to create developer-facing APIs (CUDA being a driver for many ppl in ML to buy Nvidia in particular), and now it seems they may be trying out leveraging that compute to create specialized, end-user facing services.
Are there any more examples of this?
I wonder if Nvidia will try to move upmarket to own the best UI powered services (e.g. if you want a camera with a virtual background, it has to be nvidia or something similar)
- 01100011 6y agoI can't seem to find a single page that lists all of Nvidia's current vertical software stacks, but they are legion. Aerial(5G), Metropolis(smart cities), Drive(self driving), RAPIDS(big data?), Clara(genomics), IndeX(visualization), Isaac(robotics)... etc.. etc... They basically have to move towards vertical software stacks requiring their HW. GPUs are becoming commoditized, with integrated GPUs from AMD and Intel becoming good enough to play modern games now. 8k(haha) may keep things interesting for a while, but eventually AMD/Intel will compete there as well. I don't know about user-facing apps though. So far, most of what they've released(i.e. Gaugan) seem more like demos.
- person_of_color 6y agoThey are becoming the Apple of B2B compute. And Shield is their killer consumer app. Watch out for FAANNG
- madeofpalk 6y agoI don't think it's particurly interesting or novel - they're just creating a complete ecosystem to keep customers within so they keep buying their hardware. It's not exactly vendor lockin, but it's that same vibe.