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Probably better to stick to the GPUs. Integration is a low margin game.
by ufocia 3y ago
Probably better to stick to the GPUs. Integration is a low margin game.
- caycep 3y agogranted, at this point we plug the computer into the GPU, so it might not make a difference...
- georgyo 3y agoI'd prefer they stick to GPUs, but I think you're over simplifying. Dell proves that selling complete units is very profitable. Apple shows that owning the entire stack is immensely profitable. Nvidia already has significant hardware and software investment. They very well could fully integrate and grab larger slices of the pie. In fact, Nvidia already has complete appliance like fully integrated machines. But enterprises like to install their own OS and run their own software stack. These appliances have not caught on, at least not yet.
- zer00eyz 3y ago>> Apple shows that owning the entire stack is immensely profitable. Apple shows no such thing. Apple, sells pretty, reliable and safe. A car is a car, but apple is a sports car, or a saloon. Vertical integration is the way they chose to deliver that, and pretty and reliable are all normal people care about. Nvidia is gonna have to think long and hard about the "whole stack". 20 years ago they might have been able to pull a next, but right now anything that isnt LINUX is a rounding error, and they dont want to turn into SUN (no one at nividia is smart enough to make them the next sun). Nvidia architecture + Nvidia os is not something that I see them pulling off for the datacenter.
- __mharrison__ 3y agoNvidia is moving up the stack. They announced NIMs today. I liken it to Docker for AI.