11–20 of 85 posts
It 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.
Nvidia has committed to CUDA and created an ecosystem. This has been a long term commitment. Meanwhile, Intel (new libaries/paradigms all the time) and AMD (software/drivers/libraries are an afterthought) have struggled in this arena.
It 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?
IIRC, 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.
Earlier quoted context omitted.
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 )
It 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... 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…
Absolutely nothing will change about the context in two years, other than Nvidia will be far stronger at that point with $50+ billion per year in operating income (formally joining the hyper profitable US tech giants).
It's going to be extraordinarily expensive to build in the GPU data center space at scale. Nvidia will have the money to do it and most of their smaller competitors will not (that includes AMD, which doesn't generate anywhere near enough cash to outlay billions of dollars in a single high risk capital investment pointed at the GPU data center space; AMD's operating income over the last four quarters is negative, and they have a mere $3b in cash). Nvidia will use their new cash spigot to build infrastructure moats in the space. Large governments, Microsoft, Apple, Meta, Google, TSMC are the only entities capable of keeping up on spending.
This illustrates the power of building a software ecosystem that supports the hardware you are building. Nvidia has committed to CUDA and created an ecosystem. This has been a long term commitment. Meanwhile, Intel (new libaries/paradigms all the time) and AMD (software/drivers/libraries are an afterthought) have struggled in this arena.
AMD investors must be salivating at taking some of that market share