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Do you really think Google’s hardware expertise is better than Nvidia’s? If needed these other companies have the $$$ to buy the best chips money can buy from

Do you really think Google’s hardware expertise is better than Nvidia’s? If needed these other companies have the $$$ to buy the best chips money can buy from Nvidia. Better chips than Google could ever produce. If anything, this is why IMO Google will fail.

candiddevmike 2y ago
I thought NVIDIA's moat was mostly software/CUDA?
- rapsey 2y ago
  They have by far the fastest chip, the best software with CUDA and feverishly working on next gen chips. They also bought out multiple years worth of global high bandwidth memory manufacturing capacity. No one will beat them at their game. However if there are any major breakthroughs that might render those processing capacities unneeded, or the major players hitting a wall regarding AI spending, then they will take a massive hit. It will come eventually because the chip business is always in boom/bust cycles.
mike_d 2y ago
Yes. Google was building custom HPC hardware 5-8 years before Nvidia decided to expand outside the consumer and "workstation" markets.
- threeseed 2y ago
  Nvidia acquired Mellanox who know far more about custom HPC hardware than Google.
  - mike_d 2y ago
    Mellanox and friends not being able to build fast enough switching gear at a reasonable price point was what got Google into the hardware game in the first place ;)