4 ms·

Is it fair to assume that Nvidia actually has some legs to stand on even after this AI pop and as possible real competitors come to market? Are there real compe

Is it fair to assume that Nvidia actually has some legs to stand on even after this AI pop and as possible real competitors come to market? Are there real competitors to Nvidia?

fhdsgbbcaA 2y ago
Maybe, maybe not - but are they on more solid footing than Intel? Undoubtedly.
hhdhdbdb 2y ago
AMD, Groq in the future, TMSC? Edit: I will add Apple.
- margalabargala 2y ago
  Groq has already been around for 8 years, and they have just over one ten-thousandth the revenue of Nvidia. They're also hemorrhaging money, their annual spend is 30x their revenue. Probably they'll get acquired into someone else in a few years. *Especially* since we're discussing the scenario of the AI bubble popping, Groq would implode. The other two, sure.
  - hhdhdbdb 2y ago
    Already 8 years and being non profitable is forgivable for a hardware startup creating something new, especially a new silicon. Depends why they are losing money. But losing money alone is not bad. This ain't an ice cream truck. Agree groq implodes if demand for intellegent automation tanks (i.e. bubble burst), or competitors disrupt the disruptor. Another Z is all you need paper means my old laptop is running models fast or something means groq is not something you need. They can probably pivot. BTW OpenAI is 9 years old and they are a SaaS/PaaS running on Azure.
    - ilinx 2y ago
      > Another Z is all you need paper means my old laptop is running models fast or something means groq is not something you need. I’m having trouble parsing that sentence. Is it missing some punctuation?
      - margalabargala 2y ago
        They're referencing papers like "Attention is all you need", where such papers have usually made AI models significantly faster/better. Better/faster models means great models running well on old hardware, obviating the need for specialized hardware. More punctuation would look like: > Another "Z is all you need" paper means my old laptop is running models fast or something, [therefore] means groq is not something you need.
not2b 2y ago
AMD is way behind. But one kind of competition that's going to more important in a year or two is that the huge companies (Meta, Google, Amazon) are working on their own AI chips, designed to run their workloads at lower cost (time and power) than they'd get from Nvidia. So data centers might wind up full of non-Nvidia chips, and Amazon may make them available to their customers. But they will probably be less flexible. Here's what Meta says they are doing: https://ai.meta.com/blog/next-generation-meta-training-inference-accelerator-AI-MTIA/ https://ai.meta.com/blog/next-generation-meta-training-infer...
- dhruvdh 2y ago
  Is AMD behind hyperscaler in-house efforts? Outside of Google I don't think so.
  - not2b 2y ago
    In many cases they are doing their own designs (done by engineers they hired away from the various electronics companies) and having either TSMC or Intel fab the chips for them. They can design specifically for their workloads to get better price/performance than they can buy from AMD or Nvidia.
Ekaros 2y ago
It will not be unprofitable company, but I think key understanding is that current profits and revenue levels are unlikely to hold to infinity. So there is very little risk of bankruptcy.

Is it fair to assume that Nvidia actually has some legs to stand on even after this AI pop and as possible real competitors come to market? Are there real competitors to Nvidia?

fhdsgbbcaA 2y ago

Maybe, maybe not - but are they on more solid footing than Intel? Undoubtedly.

hhdhdbdb 2y ago

AMD, Groq in the future, TMSC? Edit: I will add Apple.

margalabargala 2y ago
Groq has already been around for 8 years, and they have just over one ten-thousandth the revenue of Nvidia. They're also hemorrhaging money, their annual spend is 30x their revenue. Probably they'll get acquired into someone else in a few years. *Especially* since we're discussing the scenario of the AI bubble popping, Groq would implode. The other two, sure.
- hhdhdbdb 2y ago
  Already 8 years and being non profitable is forgivable for a hardware startup creating something new, especially a new silicon. Depends why they are losing money. But losing money alone is not bad. This ain't an ice cream truck. Agree groq implodes if demand for intellegent automation tanks (i.e. bubble burst), or competitors disrupt the disruptor. Another Z is all you need paper means my old laptop is running models fast or something means groq is not something you need. They can probably pivot. BTW OpenAI is 9 years old and they are a SaaS/PaaS running on Azure.
  - ilinx 2y ago
    > Another Z is all you need paper means my old laptop is running models fast or something means groq is not something you need. I’m having trouble parsing that sentence. Is it missing some punctuation?
    - margalabargala 2y ago
      They're referencing papers like "Attention is all you need", where such papers have usually made AI models significantly faster/better. Better/faster models means great models running well on old hardware, obviating the need for specialized hardware. More punctuation would look like: > Another "Z is all you need" paper means my old laptop is running models fast or something, [therefore] means groq is not something you need.

not2b 2y ago

AMD is way behind. But one kind of competition that's going to more important in a year or two is that the huge companies (Meta, Google, Amazon) are working on their own AI chips, designed to run their workloads at lower cost (time and power) than they'd get from Nvidia. So data centers might wind up full of non-Nvidia chips, and Amazon may make them available to their customers. But they will probably be less flexible. Here's what Meta says they are doing: https://ai.meta.com/blog/next-generation-meta-training-inference-accelerator-AI-MTIA/ https://ai.meta.com/blog/next-generation-meta-training-infer...

dhruvdh 2y ago
Is AMD behind hyperscaler in-house efforts? Outside of Google I don't think so.
- not2b 2y ago
  In many cases they are doing their own designs (done by engineers they hired away from the various electronics companies) and having either TSMC or Intel fab the chips for them. They can design specifically for their workloads to get better price/performance than they can buy from AMD or Nvidia.

Ekaros 2y ago

It will not be unprofitable company, but I think key understanding is that current profits and revenue levels are unlikely to hold to infinity. So there is very little risk of bankruptcy.