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Imagine with NVIDIA banned in china, how well the Chinese local companies will do in GPU's for AI: https://x.com/BeijingDai/status/1715861773495279743?s=20 http
by rakkhi 3y ago
Imagine with NVIDIA banned in china, how well the Chinese local companies will do in GPU's for AI: https://x.com/BeijingDai/status/1715861773495279743?s=20 https://x.com/BeijingDai/status/1715861773495279743?s=20
- kevingadd 3y agoIt's going to take them a while to catch up to CUDA, though. Even with stolen IP it's going to be tough to make 1:1 drop-in replacements. The amount of existing investment into AMD and NVIDIA architectures is huge, as evidenced by how bad the Moore Threads GPUs are - it simply isn't easy to enter the market as a serious competitor. Even Intel is struggling.