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“Given enough time” assumes competition will catch up while leader stays idle. If leader is still innovating at a pace greater than any competition, then compe
by j7ake 3y ago
“Given enough time” assumes competition will catch up while leader stays idle.
If leader is still innovating at a pace greater than any competition, then competition will never catch up.
- bamboozled 3y agoThis is assuming everything continues in the same direction the dominating company is innovating in though right? Maybe AI is here forever, maybe there are different approaches that will blindside them?
- qwytw 3y agoATM as far as as datacenter GPUs good the price/performance is the only metric that counts (power costs are almost insignificant relative to how much a H100/etc. costs). So Intel only needs to come up with something relative cheap that's good enough (it can easily use > 4 times more power to perform the same task) to force Nvidia to cut their insane margins.