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I'd love to see more discussion on the assertion that Google is the only real competitor to Nvidia. I get the angle, but it still feels weird to think of them
by taeric 3y ago
I'd love to see more discussion on the assertion that Google is the only real competitor to Nvidia. I get the angle, but it still feels weird to think of them as competitors. Really odd to think of with how Google appears to be struggling with their AI story at the moment.
It also wouldn't hurt if Google showed anywhere near the discipline that Nvidia has shown over the years. About the only thing Nvidia has done to upset anyone, is to not have open source drivers. Even there, though, many folks are far happier with their closed drivers than they are many of the open alternatives.
- 8note 3y agoAt that point, Amazon would be up there on top competitors to Nvidia. Google, Amazon, and apple aren't really selling people onsite ai inference or training, so I don't think they're actually competitors.
- sounds 3y agoI think the article is making the (reasonable?) assumption Google's search and advertising will use Google's own in-house Bard or something similar. The article mentioned something about Google having the full vertical stack: hardware, networking, software, ML model, product, and the users. As of right now, Bard is separate. Or if Google has integrated ML models into search and ads, it hasn't been widely discussed.
- taeric 3y agoI think I agree, but the article is definitely making the push that Google is a competitor.