3 ms·

For Biggest Problem #3, I don't any competitive offerings from Intel or AMD, now or in the near future. I also don't see anyone crossing the CUDA moat any time

by chrsw 2y ago

For Biggest Problem #3, I don't any competitive offerings from Intel or AMD, now or in the near future. I also don't see anyone crossing the CUDA moat any time soon either. A correction is natural though. Both on AI hype and NVDA value.