5 ms·
> If most of NVIDIAs moat is in being able to efficiently interconnect thousands of GPUs nah. it moat is CUDA and millions of devs using CUDA aka the ecosystem
by tw1984 2y ago
> If most of NVIDIAs moat is in being able to efficiently interconnect thousands of GPUs
nah. it moat is CUDA and millions of devs using CUDA aka the ecosystem
- mupuff1234 2y agoBut if it's not combined with super high end chips with massive margins that moat is not worth anywhere close to 3T USD.
- ReptileMan 2y agoAnd then some chineese startup create an amazing compiler that takes cuda and moves it to X (AMD, Intel, Asic) and we are back at square one. So far it seems that the best investment is in RAM producers. Unlike compute the ram requirements seem to be stubborn.
- 01100011 2y agoDon't forget that "CUDA" involves more than language constructs and programming paradigms. With NVDA, you get tools to deploy at scale, maximize utilization, debug errors and perf issues, share HW between workflows, etc. These things are not cheap to develop.
- Symmetry 2y agoIt might not be cheap to develop them but if you can save $10B in hardware costs by doing so you're probably looking at positive ROI.
- 01100011 2y agoYeah, I mean, 9 women can make a baby in a month so why not? Oh wait, it takes years to do all that and in the meantime you're wasting energy on not staying at the forefront of a hot tech trend.