Analysts estimate Nvidia owns 98% of the data center GPU market
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Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#2When 2.5D and 3D packaging is the bottleneck, what are the companies that produce CoWoS materials and equipment?
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#3It would be nice if...
Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#4It would be nice if... Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
Nah, that might offshore the dominancy.
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#5It would be nice if... Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
Or it would be nice if the regulatory body would fuck off
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#6It would be nice if... Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
Monopolies are not illegal per se.
Misusing monopoly power is illegal.
Nvidia has monopoly in the market, but unless they use their position illeagally, that's OK. GPU market is competitive and Nvidia has put in the work others like AMD or Intel never bothered to do.
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#7It would be nice if... Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
It would be nice if AMD got their act together a couple of years ago and wrote good software and drivers, you mean?
This lead won't last forever. Everyone in the industry has a vested interest in this collapsing, and there are ongoing assaults from all angles.
George Hotz' new company is working to undo this, and there are lots of others. All potential AMD acquisition targets, too.
There are lots of little OpenCL-like projects, and consensus is starting to form.
Then there's the growing TPU market...
Give it two years.
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#8IIRC, Intel peaked at 98% of the Data Center CPU Market. AMD released an arguably superior CPU almost 7 years ago, but Intel still has 70%.
You might be able to argue that MI300 is competitive, but it is certainly hard to argue it's superior, so we're not yet at the GPU equivalent of the 2017 release of EPYC.
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#9It would be nice if... Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
Monopolies are not illegal per se. Misusing monopoly power is illegal. Nvidia has monopoly in the market, but unless they use their position illeagally, that's OK. GPU market is competitive and Nvidia has put in the work others like AMD or Intel never bothered to do.
This is it. Having a monopoly is OK. Being anticompetitive is when you run into trouble, even potentially without a monopoly.
Re: Analysts estimate Nvidia owns 98% of the data center GPU market
#10It would be nice if... Maybe some regulatory body could declare this an obvious 'monopoly' and at least force the 'language spoken' to be free for anyone to implement without patent worries?
It would be nice if AMD got their act together a couple of years ago and wrote good software and drivers, you mean? This lead won't last forever. Everyone in the industry has a vested interest in this collapsing, and there are ongoing assaults from all angles. George Hotz' new company is working to undo this, and there are lots of others. All potential AMD acquisition targets, too. There are lots of little OpenCL-lik…
> George Hotz' new company is working to undo this
Is that before or after George Hotz solves homelessness and drug addiction and saves democracy (https://news.ycombinator.com/item?id=39206959)