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It is important to have in mind that Nvidia started investing resources and time in this 10+ years ago, CUDA was introduced in 2007, where none of the current M
by elAhmo 3y ago
It is important to have in mind that Nvidia started investing resources and time in this 10+ years ago, CUDA was introduced in 2007, where none of the current ML/AI flows even existed. And they continued waiting, betting the company a number of times that the market will "show up" for the products they have built.
In the past few years that has happened, as reflected on the stock price. Other players are basically a decade behind them and with all of the current hype and AI/ML workflows becoming mainstream, I think it is next to impossible for anyone to catch up.
- PH95VuimJjqBqy 3y agoThey built it for bit-coin mining, not some super long term plan for ML/AI.
- qeternity 3y ago> Other players are basically a decade behind them I disagree. NVDA aren't in the position they are because they had to work 10 years to get there. They're in that position because it took the market that long to develop, and they were there the whole time. But the main factor is demand. You can't rush that, no matter how early you start. And second mover advantage is a real thing. CUDA is a double edged sword. Everyone has an incentive to break NVDA's dominance, and ultimately their moat will become commoditized especially has dominant architectures like Transformers drive the vast majority of demand. People will simply optimize for that. Can AMD catch up to them quickly on the training / R&D side? Doubtful. Can AMD catch up or even surpass them on the inference side? Absolutely.