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Nvidia is also no David to Apple’s Goliath. They are both Goliaths who will most likely be battling to build the best hardware for LLMs in the near future.
by brokencode 4y ago
Nvidia is also no David to Apple’s Goliath. They are both Goliaths who will most likely be battling to build the best hardware for LLMs in the near future.
- highwaylights 4y agoIt’s an exciting time. I think people are very prematurely counting AMD and even Intel out of this race considering the pace of change.
- thallium205 4y agoIntel is getting way too comfy soaking in government subsidies. It’s definitely out on the innovation front.
- gitfan86 4y agoNVDA has the potential to hit huge profit growth in the short term, but not long term
- btotes 4y agoWhat makes you say that?
- gitfan86 4y agoThere may be a short term panic to get position of CUDA GPUs which will allow NVDA to increase their prices a lot. But then other chip makers and software creator will build alternatives to NVDA
- stn_za 4y agoAnd be so far behind it's not even funny. Look at AMD vs NVIDIA RTX implementations. Nah, NVDA is a solid buy for long term. They also almost acquired ARM (Which shows where their heads are at at the very least.) Owning ARM, the thing that is inside ya know, everyone's phones, routers, etc
- dragonwriter 4y agoGoogle is also in the machine learning hardware, game, on both the remote end and the device end.