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have you been paying attention?
by jejeyyy77 3y ago
have you been paying attention?
- HDThoreaun 3y agoNvidia's competitors are starting to release solid hardware. They just need to release all the libraries with their open source CUDA alternative and nvidia's margins go from 75% to a more reasonable 20-30%. Every big tech company is giving nvidia billions of dollars a year, the incentives to get a cuda alternative working are too high for it to not happen.
- dagmx 3y ago> They just need to release all the libraries with their open source CUDA alternative Yeah but they've tried. Year after year for the last decade. They keep failing. Maybe they're more motivated now? But CUDA isn't a moat because it's unassailable, it's a moat because nobody trying to cross it knows how to operate a shovel
- HDThoreaun 3y agoIntel and AMD have tried, but their software divisions are incompetent, and there was much less money in GPUs pre LLMs. Now every big tech in the world is putting resources toward this as theyre sick of the nvidia tax.
- blackoil 3y agoIn Gold Rush, you either believe it is a fool's errand and ignore it or if you believe in it and dig as fast as possible. It never makes sense to work on improving efficiency of shovel maker. Google is trying for some time to use its TPU, so is Amazon. It makes so much more sense to pay few billions to Nvidia and don't risk the trillions in valuations.
- jejeyyy77 3y agoyou say it as if noone has tried...
- AlexandrB 3y agoThis is definitely true eventually and there might be investment opportunities upstream of Nvidia to capitalize on this (TSMC and ASML come to mind).