Comment by ReptileMan
4 hours ago
I think that NVIDIA is quite risky. I still don't understand what is their moat. There is nothing in their hardware to make them irreplaceable.
4 hours ago
I think that NVIDIA is quite risky. I still don't understand what is their moat. There is nothing in their hardware to make them irreplaceable.
A lot of people don't get it. Nvidia won because they embraced standards, in a time when alternatives like OpenCL were outright sabotaged by AMD, Intel and Apple.
While Khronos struggled to get their vendors on the same page, Nvidia didn't. CUDA GPUs ship with clearly-defined support windows, Compute Capabilities, hardware documentation, PTX support, datacenter drivers, Linux/UNIX support, portable libraries, synergistic desktop products and capable edge SOCs. All of them walk in lockstep and typically dominate performance-per-watt comparisons against similar products. It's a lineup that's hard to surmount.
You can bet against Nvidia, but you'd better put your money on a fast horse. None of the big OEMs are taking CUDA seriously, and the bet against industry-wide cooperation is paying dividends that will be hard to justify competing with.
There isn’t in time what will happen is that they will be designed around be it the Chinese or someone else, see Intel another company that will also be designed around will be ASML its just a matter of time.