4 ms·

you are: a) a hardware vendor nvidia/amd whose products are needed by anyone in the game b) you have a captive customer base already ( microsoft, salesforce,

you are: a) a hardware vendor nvidia/amd whose products are needed by anyone in the game b) you have a captive customer base already ( microsoft, salesforce, servicenow, adobe) to whom you can sell ai/ml value adds c) you make money via ads (google facebook) and ai/ml helps with better targeting everyone else is pissing away VC money.

htrp 3y ago
> a) a hardware vendor nvidia whose products are needed by anyone in the game FTFY.... I don't think AMD will be competitive in AI until at least 2025, though given their broken roadmap promises, not sure if anyone will be willing to invest in them
- unmole 3y ago
  I mean you still need CPUs to run your workloads. And AMD makes decent ones. I work for a company that sells data centre network switches. There's nothing AI specific in our boxes but we will sell a lot more if them if people are building more data centres to cater to AI driven demand. Something, something gold rush, shovels.
  - htrp 3y ago
    Great point! But while demand for network switches explodes, do you really get a competitive advantage from one company's switches vs another? (serious question as I've never had to build a DGX superpod or anything like it from scratch).
    - unmole 3y ago
      > do you really get a competitive advantage from one company's switches vs another? I am obviously biased but IMHO, yes. High end switches are not commodity gear. And a lot of the differentiating secret sauce is in software. So, even if two switches from two different vendors have the same silicon, they might have dramatically different characteristics. That is without going into other aspects like integration with the rest of the stack, quality of support and even lead times.
alberth 3y ago
A) so you’re competing against aws, azure, etc. That sounds brutally tough. B) re: value adds, like what exactly? C) this seems like such core functionality that a company wouldn’t outsource this to a 3rd party vendor. If that’s the case, there isn’t an opportunity to sell anything if you’re that AL/ML vendor then.
- emmender1 3y ago
  A) aws/azure need nvidia/amd chips in their servers... it is too difficult to homegrow these chips (altho aws is trying) B) microsoft (github autopilot 20$ per month per user), document/image autogeneration from a prompt (likely in word doc 5$ a month per user for this) C) right yea, thats why fb/goog have big ai farms
biztos 3y ago
d) you give people who can't use b) a version of b) they can use.

htrp 3y ago

> a) a hardware vendor nvidia whose products are needed by anyone in the game FTFY.... I don't think AMD will be competitive in AI until at least 2025, though given their broken roadmap promises, not sure if anyone will be willing to invest in them

unmole 3y ago
I mean you still need CPUs to run your workloads. And AMD makes decent ones. I work for a company that sells data centre network switches. There's nothing AI specific in our boxes but we will sell a lot more if them if people are building more data centres to cater to AI driven demand. Something, something gold rush, shovels.
- htrp 3y ago
  Great point! But while demand for network switches explodes, do you really get a competitive advantage from one company's switches vs another? (serious question as I've never had to build a DGX superpod or anything like it from scratch).
  - unmole 3y ago
    > do you really get a competitive advantage from one company's switches vs another? I am obviously biased but IMHO, yes. High end switches are not commodity gear. And a lot of the differentiating secret sauce is in software. So, even if two switches from two different vendors have the same silicon, they might have dramatically different characteristics. That is without going into other aspects like integration with the rest of the stack, quality of support and even lead times.

alberth 3y ago

A) so you’re competing against aws, azure, etc. That sounds brutally tough. B) re: value adds, like what exactly? C) this seems like such core functionality that a company wouldn’t outsource this to a 3rd party vendor. If that’s the case, there isn’t an opportunity to sell anything if you’re that AL/ML vendor then.

emmender1 3y ago
A) aws/azure need nvidia/amd chips in their servers... it is too difficult to homegrow these chips (altho aws is trying) B) microsoft (github autopilot 20$ per month per user), document/image autogeneration from a prompt (likely in word doc 5$ a month per user for this) C) right yea, thats why fb/goog have big ai farms

biztos 3y ago

d) you give people who can't use b) a version of b) they can use.