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> Overhyped and likely to lead to disappointment in the near future. Define near future here. I think we could look back in 3 or 4 years and say that Nvidia o
by UncleOxidant 2y ago
> Overhyped and likely to lead to disappointment in the near future.
Define near future here.
I think we could look back in 3 or 4 years and say that Nvidia overplayed it's hand back here in 2024 by trying to extract too many $$$ from the market and thus attracting lots of other players in to try to get a piece of the action. Certainly there are a lot of big players trying to bypass the Nvidia tax: Meta, Microsoft, Google, Amazon, Intel are all working on their own AI accelerators (Google's TPU has been around for almost 10 years now). CUDA is Nvidia's market moat because most ML/AI code relies on it. But if some other player can come in and undercut Nvidia's prices by a significant amount while offering a workable software stack that could be really compelling - the market seems to really be wanting something like that.
- fwdevsd 2y agoI think you might right about NVDA overplaying it’s hand here. One reason why nvidia has managed a monopoly is that the market they were in has never appealed to the really big players. With the current pricing that has changed. PyTorch already supports AMD and Arc GPU… not sure how seamlessly though. I think SW is hardly ever a strong moat. Given the right incentive it’s a moat that can be bridged. In this case avoiding nvda tax is a huge incentive.