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Legit feels like Nvidia just buying out competition to maintain their position and power in the industry. I sincerely hope they fall flat on their face.

by nusl 10mo ago

A_D_E_P_T 10mo ago
> Legit feels like Nvidia just buying out competition to maintain their position and power Well, I mean, isn't that exactly what they should be doing? (I'm not talking about whether or not it benefits society; this is more along the lines of how they're incentivized.) Put yourself in their shoes. If you had all that cash, and you're hearing people talk of an "AI Bubble" on a daily basis, and you want to try and ensure that you ride the wave without ever crashing... the only rational thing to do is use the money to try and cover all your bases. This means buying competitors and it also means diversifying a little bit.
- BoredPositron 10mo ago
  Dunno thought AGI would make everything obsolete and it's just around the corner? It looks rather like it dawns on everyone that transformers won't bring salvation. It's a show of weakness.
- zapnuk 10mo ago
  No one is claiming that it's a bad move. It's just an anti-competitive move that could be very bad for the consumer as it makes the inference market less competitive.
- fatata123 10mo ago
  [dead]
piskov 10mo ago
Stuff like tinygrad will change this. Geohot already made nvidia run on macs via thunderbolt. Also: https://x.com/__tinygrad__/status/1983469817895198783 https://x.com/__tinygrad__/status/1983469817895198783
- password54321 10mo ago
  This guy has the greatest dunning-kruger of all time. Lots of smoke and mirrors.
  - piskov 10mo ago
    He’s no delusional: https://x.com/__tinygrad__/status/1983476594850283820 https://x.com/__tinygrad__/status/1983476594850283820 However, I would say you are wrong about it being only smoke
    - password54321 10mo ago
      Look dude, this guy failed his Twitter internship and is not about to take on Jensen Huang. This isn't some young guy anymore and this isn't 200x where is he about to have another iPhone / Sony moment. It is peak delulu. Edit: His whole blog is 'hot take #n'. Not even anything serious. Basically podcast bro level stuff. https://geohot.github.io/blog/jekyll/update/2025/12/22/the-opinion.html https://geohot.github.io/blog/jekyll/update/2025/12/22/the-o...
      - piskov 10mo ago
        And where do you think he’s wrong in that post?
- bri3d 10mo ago
  The bottleneck in training and inference isn’t matmul, and once a chip isn’t a kindergarten toy you don’t go from FPGA to tape out by clicking a button. For local memory he’s going to have to learn to either stack DRAM (not “3000 lines of verilog” and requires a supply chain which openai just destroyed) or diffuse block RAM / SRAM like Groq which is astronomically expensive bit for bit and torpedoes yields, compounding the issue. Then comes interconnect.
  - piskov 10mo ago
    The main point is that it will not be an nvidia’s monopoly for too long.
_zoltan_ 10mo ago
which is exactly what a business should do. it's not like Nvidia doesn't invest a ton into R&D, but hey, they have the cash, why not use it? like a good business.
- moffkalast 10mo ago
  In a normal world, this is where Nvidia gets trust busted. But that's long behind us now.
- nusl 10mo ago
  What a business should do, sure. Businesses should - and do - do a lot of really shitty things because it benefits them but harms a lot of other things. I don't feel that it's a good justification to argue this way though. In this case, removing a competitor, absorbing their IP, and maintain their ability to dictate the direction of an entire industry. They're hurting the industry itself by removing competition, since competition is good for consumers and also good for progression forward. Businesses with a monopoly of some sort often stop innovating in the space and end up slowing the entire thing down. Often, they do their best to block anything and anyone that tries to do better, and effectively keep progress back in doing so, simply to maintain their position. They're selfish self-preserving entities often driven by the same kinds of people, disregarding the harm they do in the name of profits and shareholder "value". Sure, until someone disrupts that (or they get bought out and dissolved).
cmrdporcupine 10mo ago
That's unfortunately what most acquisitions are.

Legit feels like Nvidia just buying out competition to maintain their position and power in the industry. I sincerely hope they fall flat on their face.

by nusl 10mo ago

Legit feels like Nvidia just buying out competition to maintain their position and power in the industry. I sincerely hope they fall flat on their face.

A_D_E_P_T 10mo ago

> Legit feels like Nvidia just buying out competition to maintain their position and power Well, I mean, isn't that exactly what they should be doing? (I'm not talking about whether or not it benefits society; this is more along the lines of how they're incentivized.) Put yourself in their shoes. If you had all that cash, and you're hearing people talk of an "AI Bubble" on a daily basis, and you want to try and ensure that you ride the wave without ever crashing... the only rational thing to do is use the money to try and cover all your bases. This means buying competitors and it also means diversifying a little bit.

BoredPositron 10mo ago
Dunno thought AGI would make everything obsolete and it's just around the corner? It looks rather like it dawns on everyone that transformers won't bring salvation. It's a show of weakness.
zapnuk 10mo ago
No one is claiming that it's a bad move. It's just an anti-competitive move that could be very bad for the consumer as it makes the inference market less competitive.
fatata123 10mo ago
[dead]

piskov 10mo ago

Stuff like tinygrad will change this. Geohot already made nvidia run on macs via thunderbolt. Also: https://x.com/__tinygrad__/status/1983469817895198783 https://x.com/__tinygrad__/status/1983469817895198783

password54321 10mo ago
This guy has the greatest dunning-kruger of all time. Lots of smoke and mirrors.
- piskov 10mo ago
  He’s no delusional: https://x.com/__tinygrad__/status/1983476594850283820 https://x.com/__tinygrad__/status/1983476594850283820 However, I would say you are wrong about it being only smoke
  - password54321 10mo ago
    Look dude, this guy failed his Twitter internship and is not about to take on Jensen Huang. This isn't some young guy anymore and this isn't 200x where is he about to have another iPhone / Sony moment. It is peak delulu. Edit: His whole blog is 'hot take #n'. Not even anything serious. Basically podcast bro level stuff. https://geohot.github.io/blog/jekyll/update/2025/12/22/the-opinion.html https://geohot.github.io/blog/jekyll/update/2025/12/22/the-o...
    - piskov 10mo ago
      And where do you think he’s wrong in that post?
bri3d 10mo ago
The bottleneck in training and inference isn’t matmul, and once a chip isn’t a kindergarten toy you don’t go from FPGA to tape out by clicking a button. For local memory he’s going to have to learn to either stack DRAM (not “3000 lines of verilog” and requires a supply chain which openai just destroyed) or diffuse block RAM / SRAM like Groq which is astronomically expensive bit for bit and torpedoes yields, compounding the issue. Then comes interconnect.
- piskov 10mo ago
  The main point is that it will not be an nvidia’s monopoly for too long.

_zoltan_ 10mo ago

which is exactly what a business should do. it's not like Nvidia doesn't invest a ton into R&D, but hey, they have the cash, why not use it? like a good business.

moffkalast 10mo ago
In a normal world, this is where Nvidia gets trust busted. But that's long behind us now.
nusl 10mo ago
What a business should do, sure. Businesses should - and do - do a lot of really shitty things because it benefits them but harms a lot of other things. I don't feel that it's a good justification to argue this way though. In this case, removing a competitor, absorbing their IP, and maintain their ability to dictate the direction of an entire industry. They're hurting the industry itself by removing competition, since competition is good for consumers and also good for progression forward. Businesses with a monopoly of some sort often stop innovating in the space and end up slowing the entire thing down. Often, they do their best to block anything and anyone that tries to do better, and effectively keep progress back in doing so, simply to maintain their position. They're selfish self-preserving entities often driven by the same kinds of people, disregarding the harm they do in the name of profits and shareholder "value". Sure, until someone disrupts that (or they get bought out and dissolved).

cmrdporcupine 10mo ago

That's unfortunately what most acquisitions are.