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For MSFT, AMZN, GOOG, the competitive advantage comes from having huge datasets (that Nvidia doesn't have). It's a symbiosis that benefits the data-rich and GPU
by behnamoh 3y ago
For MSFT, AMZN, GOOG, the competitive advantage comes from having huge datasets (that Nvidia doesn't have). It's a symbiosis that benefits the data-rich and GPU-rich players.
- pixl97 3y agoThis still makes little sense as that scale will always matter. If you can drop the compute cost of a model by 10x it means you can increase model integrity/intelligence/speed etc beyond what your compute bound competitors have. Simply put, for the time being huge datasets are going to be needed and those with bigger (cleaner?) datasets will have a better behaving model.
- fauigerzigerk 3y agoWhere is the symbiosis? If data is the differentiator, how do the data owners benefit from Nvidia eating into their margins?
- coldtea 3y agoIt's sumbiosis based on a common factor they both appreciate: - the data/processing having to be large means the data-owners have a benefit - the data/processing having to be large means NVIDIA also has a benefit (sells more GPUs to handle all that load)
- fauigerzigerk 3y agoData owners are benefitting from having access to data while others don't. High processing cost is not a benefit to them at all. It's just a cost eating into their margins.