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Nvidia seems in a really great position. They are to AI what Intel was to the PC (and unlike the PC era there is not a single Microsoft here who controls the en
by crop_rotation 4y ago
Nvidia seems in a really great position. They are to AI what Intel was to the PC (and unlike the PC era there is not a single Microsoft here who controls the entire ecosystem). CUDA still has no alternative. Yes Google has TPUs but outside of Google NVIDIA still dominates and enjoys the network effects (support in all kinds of libs and framework). They face the same problems that Intel faced, as in the market just wants the software and if the software works the same, the hardware is replaceable. It will be interesting to see how they adapt.
- TechnicolorByte 4y agoInteresting comparison with Intel in the PC market: > the market just wants the software and if the software works the same, the hardware is replaceable And likely to be true given how much competition is heating up in the AI hardware space. Granted, many of these competitors and startups especially have existed for years and haven’t made much of a dent. Even Google’s TPU doesn’t seem that much better than Nvidia’s stuff based on their limited MLPerf score releases. Maybe this “iPhone moment” for AI will change that and force competitors to finally put some real effort in it. As for Nvidia, looks like they are trying to adapt by selling their own enterprise software solutions such as Omniverse and their AI model customization stuff. Will be interesting to see if they can transform into more of a software solutions provider going forward.
- xiphias2 4y agoAMD would have been a natural competitor, but they seem to be slow to catch up. Also segmenting gaming GPUs from AI GPUs is just not the best idea: devs don't want to buy a gaming GPU and an AI GPU separately when they can just buy a stronger NVIDIA GPU that does both.