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> Nvidia's net income margins are staggeringly high, with $5.60 out of every $10 of revenue Competition when ? Are amd, Intel or other companies in the situati

• bob1029 2y ago
  Going after this exact market is potentially a fool's errand. AMD and Intel would probably be better off researching entirely different approaches that they can leverage their existing expertise for - i.e., some architecture that relies heavily on efficient OoO processing pipelines and free (if predicted correctly) control flow changes. Techniques that are antagonistic to GPU processing could represent a competitive moat. Joining an existing rabbit chase right in the middle can quickly evolve into a catastrophic strategic choice when the cost of entry is billions of dollars.
  • aucisson_masque 2y ago
    Your comment relies on the theory that a.i. is a bubble. What if companies still keep buying insane amount of graphic card for the next 20 years ? At some point, other companies will want to eat some of the cake too. What about Chinese? They always want to have Chinese made hardware because of the fear of spying and trade war, they too have extreme need for graphical power and nvidia is a Delaware company. It seems there are multiple reason for competitors to step up.