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It also leaves OpenAI vulnerable to any GPU breakthroughs. You could imagine company X comes up with a XPU that is 100% faster than what's currently there.* *
by abirch 5mo ago
It also leaves OpenAI vulnerable to any GPU breakthroughs. You could imagine company X comes up with a XPU that is 100% faster than what's currently there.*
* NVidia GPU, Google TPU, Apple SoC, etc.
- jiveturkey 5mo agoWe are still in the short-half-life phase of GPUs. If a 2x faster GPU is on the horizon, why wouldn't OpenAI already be in line to buy? They aren't buying just 1, they are buying multiple datacenters' worth. So they wouldn't be a low priority, back of the line customer. A short half-life means you are going to quickly dispose of what you have now, anyway. In fact most current datacenters can't even handle Vera Rubin, so I don't think there's short term risk here.
- karmasimida 5mo agoYou have missed the point Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Optics component from LITE, as well as TSM capacity. Let alone those power components they funded themselves. Let's say you have a genius design, but you will have it close to impossible to compete with Nvidia in getting it to volumes. Jensen is a player, he isn't fooling around with all these Asian trips just to wine and dine
- zozbot234 5mo agonVidia can only 'monopolize' these components for itself inasmuch as other industry players are not seriously interested in them. This can change rather quickly.
- karmasimida 5mo agoHow ? Define quickly please.