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Yes, the big difference between them and Apple is Nvidia’s customers would jump in a flash if one of their competitors offered a better price performance ratio.
by tonyedgecombe 2y ago
Yes, the big difference between them and Apple is Nvidia’s customers would jump in a flash if one of their competitors offered a better price performance ratio.
Judging by the history of this industry that seems inevitable.
- pjmlp 2y agoApple had similar problem in the last century. They have a nice money cushion nowadays, but mankind isn't going to keep rebuying iPhone and iPads forever.
- ivewonyoung 2y agoCUDA has been a decent moat.
- wruza 2y agoSeems evitable to me, given how poor software-wise are competitors and how hard it is to make software quickly. Afaiu, Nvidia is a software company. It chose a headstart of a decade. GPUs are just a platform for running it, in a sense. It’s Nvidia who could run on a competitors GPUs if it wanted, but not vice versa. With own GPUs it has a full lock-in mechanism. Judging by the history of this industry that seems inevitable. You mean games?
- Bombthecat 2y agoBut developers won't, they will stick to cuda