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>Lots of FAANGs with deep pockets started to invest in their own hardware, and it got good enough to start beating Nvidia. It's not just hardware though: you c
by apeescape 2y ago
>Lots of FAANGs with deep pockets started to invest in their own hardware, and it got good enough to start beating Nvidia.
It's not just hardware though: you can't run CUDA on non-Nvidia hardware, which in my understanding is a major moat for Nvidia. I'd love to hear rebuttals on this though, because GPU programming is something I've only dabbled with.
- shikharbhardwaj 2y agoAgreed on CUDA being a big moat; Nvidia has spent a big chunk of the last 2 decades building this ecosystem and is now reaping dividends from it. From what I've read, most of the investments by FAANGs/startups in building specialised hardware has been in the inference space.