Comment by oivey
19 hours ago
I guess “this weight class” is some theoretical class divorced from any application? Almost all players are running Nvidia other than Google. The other players are certainly more than just competing with Google.
19 hours ago
I guess “this weight class” is some theoretical class divorced from any application? Almost all players are running Nvidia other than Google. The other players are certainly more than just competing with Google.
> Almost all players are running Nvidia other than Google.
No surprises there, Google is not the greatest company at productizing their tech for external consumption.
> The other players are certainly more than just competing with Google.
TBF, its easy to stay in the game when you're flush with cash, and for the past N-quarters, investors have been throwing money at AI companies, Nvidia's margins have greatly benefited from this largesse. There will be blood on the floor once investors start demanding returns to their investments.
Ok? The person I was replying to was saying that Google’s compute offering is substantially superior to Nvidia’s. What do your comments about market positioning have to do with that?
If Google’s TPUs were really substantially superior, don’t you think that would result in at least short term market advantages for Gemini? Where are they?
They are suggesting it is easier for others to buy buy more NVidia chips and feed them more power. Whilst operating costs are covered by investors. If they move on to competing on having to do inference the cheepest then the TPUs will shine.
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