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You say "that’s not how they’re making money", but the only reason anyone wants those A100s is because CUDA is pretty good. The hardware power is secondary in t
by sillysaurusx 2y ago
You say "that’s not how they’re making money", but the only reason anyone wants those A100s is because CUDA is pretty good. The hardware power is secondary in the sense that AMD is competitive with them — one could imagine a dominant AMD. But their stack is missing an API that works well.
- hi-v-rocknroll 2y agoHow good A100/H200 are aren't the point, it's how essential they are to customers' profitability that matters. Zuck in particular still seems to be doubling-down on "build it, and they will come" while under continuing growing pressure to implement org-wide cost controls and wear big-boy business pants.
- paulmd 2y agomaybe because there's actual value in the systems being built and it's not simply blockchain 2.0 just because you keep repeating it? there's a fairly incredible amount of commercial value in a system that can provide a workable "fuzzy match" or a system that can produce an approximately-optimal outcome without an intractable optimization step, for example. what is the commercial value of making the entirety of US logistics even 5-10% more efficient, or work-scheduling optimizations in a server farm? like people just keep blindly repeating that there's no profitability there regardless of all the places it's quietly being deployed to great effect.