3 ms·

Al it takes is a different better AI model that doesn’t require the type of computing capabilities Nvidia offers or for the LLM hype to die. Nvidia made their

Al it takes is a different better AI model that doesn’t require the type of computing capabilities Nvidia offers or for the LLM hype to die. Nvidia made their fortune riding 2 consecutive hype waves - crypto and LLMs.

smoldesu 3y ago
> Al it takes is a different better AI model that doesn’t require the type of computing capabilities Nvidia offers That's a pretty reductive way of looking at things. Nvidia got to where they are today because they made the "different better AI model" by spending billions of dollars in AI research when other companies were fighting over scraps. They were the ones investing in a high-level GPGPU programming model when Apple and AMD were busy stabbing each other in the back over OpenCL. Just look at their list of papers and compare it to the contributions of your favorite FAANG member: https://research.nvidia.com/research-area/machine-learning-artificial-intelligence https://research.nvidia.com/research-area/machine-learning-a... Nvidia owns this market because Apple, AMD and Intel have a grudge match that is apparently more important than cross-platform harmony.
- pjmlp 3y ago
  Add Khronos to the party, the blindness from all parties to push C for OpenCL, until it was too later for anyone else to care. I attended one Khronos webminar where the panel was surprised that anyone would ask about Fortran support, and showed total lack of knowledge about PGI compilers. Additionally with very crude tooling.
  - smoldesu 3y ago
    I exclude Khronos because at least they're able to put aside industry politics to deploy an open API. The problem is the rest of the industry - even if there was a good alternative, nobody would use it. Microsoft has DirectML™, Apple has Accelerate™, and Google has a few thousand tensor accelerators they don't know what to do with. Everyone is out for blood in this market. Going after Khronos for not addressing Fortran FFI is a cart before the horse argument, from where I'm standing.
    - pjmlp 3y ago
      Khronos is all about politics and design by committee APIs.
      - smoldesu 3y ago
        I do not see how that contradicts my overall point.
        pjmlp 3y ago
        They don't put aside politics, they are quite there in the myriad of extensions and clunky designs of their APIs.

smoldesu 3y ago

> Al it takes is a different better AI model that doesn’t require the type of computing capabilities Nvidia offers That's a pretty reductive way of looking at things. Nvidia got to where they are today because they made the "different better AI model" by spending billions of dollars in AI research when other companies were fighting over scraps. They were the ones investing in a high-level GPGPU programming model when Apple and AMD were busy stabbing each other in the back over OpenCL. Just look at their list of papers and compare it to the contributions of your favorite FAANG member: https://research.nvidia.com/research-area/machine-learning-artificial-intelligence https://research.nvidia.com/research-area/machine-learning-a... Nvidia owns this market because Apple, AMD and Intel have a grudge match that is apparently more important than cross-platform harmony.

pjmlp 3y ago
Add Khronos to the party, the blindness from all parties to push C for OpenCL, until it was too later for anyone else to care. I attended one Khronos webminar where the panel was surprised that anyone would ask about Fortran support, and showed total lack of knowledge about PGI compilers. Additionally with very crude tooling.
- smoldesu 3y ago
  I exclude Khronos because at least they're able to put aside industry politics to deploy an open API. The problem is the rest of the industry - even if there was a good alternative, nobody would use it. Microsoft has DirectML™, Apple has Accelerate™, and Google has a few thousand tensor accelerators they don't know what to do with. Everyone is out for blood in this market. Going after Khronos for not addressing Fortran FFI is a cart before the horse argument, from where I'm standing.
  - pjmlp 3y ago
    Khronos is all about politics and design by committee APIs.
    - smoldesu 3y ago
      I do not see how that contradicts my overall point.
      - pjmlp 3y ago
        They don't put aside politics, they are quite there in the myriad of extensions and clunky designs of their APIs.