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Would (albeit, likely forced) interoperability of CUDA and the like sufficiently create a level market place for competition[0]? It doesn't immediately ruin Nv
by no_wizard 2y ago
Would (albeit, likely forced) interoperability of CUDA and the like sufficiently create a level market place for competition[0]?
It doesn't immediately ruin Nvidia and its moat, but it paves the way for competition that isn't thwarted simply because the leader in the space has proprietary software that everyone uses as the de-facto standard.
This would make it possible for AMD and other competitors to compete on hardware and how well they can integrate the software. It would also diversify providers and in all likelihood accelerate AI development as having the same software work across different hardware means there is more total compute available (one of the current bottlenecks as I understand it)
[0]: Kind of like how anti-trust with Microsoft ended up accelerating the market space for alternatives to their products as they started maintaining official documentation for their file formats used across Office products, as part of their strategy to stave off further issues of anti-trust. Same reason they open sourced C# by all accounts.
- hot_gril 2y agoI would rather let Nvidia take the win for now since they innovated to make CUDA. This is totally not a played out space yet; it's a kludge in the first place that GPUs are used for ML.