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To be honest, if I am building a CUDA alternative from scratch, I’d build it for Apple Silicon. Apple will have a monopoly on TSM’s state of the art.
by lvl102 3y ago
To be honest, if I am building a CUDA alternative from scratch, I’d build it for Apple Silicon. Apple will have a monopoly on TSM’s state of the art.
- brucethemoose2 3y agoThe issue is Apple has zero presence in datacenters, and they dont seem very interested in changing that. And they are optimizing more for power efficiency in multimedia workloads than raw AI throughout at any cost like the AI ASIC makers.
- rbzz 3y agoAMD relations with TSMC are definitely much more tight than Nvidia's. AMD has been helping with developing HPC-optimized nodes and modern packaging techniques (3d-stacking and chiplets), while Nvidia tried to force TSMC to drop prices by going to Samsung fabs for 1.5 generations (did not go too well for them). The problem with AMD is definitely not modern node access, but software, and with some investment it can probably change really fast. Apple, on the other hand, is definitely not going to release standalone apple silicon products (GPUs or CPUs), so I don't really believe for Apple Silicon as an AI platform (apart from on-device inferrence).
- brucethemoose2 3y agoMaybe they have something in the oven? I am skeptical too, but hardware design takes a looong time, and surely Apple sees the writing on the wall and the potential of their own hardware.