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It s come to the point that people are begging competitors to do something in the space. Who knows, maybe some cheap Chinese asic that can do matrix multiplicat
by seydor 3y ago
It s come to the point that people are begging competitors to do something in the space. Who knows, maybe some cheap Chinese asic that can do matrix multiplication ends up eating their lunch.
You d think that, at the level of capitalization of tech companies, competition would be cutthroat
- zapdrive 3y agoThere are a bunch of startups trying to develop AI GPUs. Someone linked them in a comment a few days ago.
- TheAlchemist 3y agoCapitalization in itself is meaningless. If you have 50% of NVidia outstanding shares, and you try to sell 10% of that, the capitalization would crater. What really counts is the profit. It is pretty huge now, but not 'that' huge (at least yet).
- creer 3y agoTry and buy 10% and see what happens! Your point stands but in both directions: The market cap is not "the value of the company" as in, you can neither buy it or sell it at that price.
- mortehu 3y agoHistorical acquisition premiums give you a distribution of what you can expect to pay for the whole company given the market cap.
- smoldesu 3y agoYou're kinda underselling what exactly Nvidia is doing right now. If any Chinese company could compete with something like the DGX GH200, they would be building GPUs for the PRC, not exporting them. There's also the problem of industry hostility, anyways. Even if Nvidia was dethroned in the hardware-space, it's unlikely their successor would improve the lock-in situation. It will take an intersectional effort to change things.
- fulafel 3y agoThere's already non-nvidia ML silicon in phones (Pixel, iPhone, etc) and datacenters (TPUs) that is more efficient than GPU silicon.