3 ms·

Doesn't change the fact that everyone and their brother is ordering H100's as fast as humanely possible and going all-in on CUDA. I agree there is a bubble, but

Doesn't change the fact that everyone and their brother is ordering H100's as fast as humanely possible and going all-in on CUDA. I agree there is a bubble, but the hype train is going to keep riding for some time.

sam0x17 3y ago
One article saying "AMD playing nice with open source, nVidia not, will nVidia continue to be a leader in AI?" and they'll fold
- blackoil 3y ago
  That's a daydream. NVidia never played nice with OSS. People still use it and are doubling down on CUDA.
- deleted 3y ago
  [deleted]