Earlier quoted context omitted.
Nvidia's $30,000 is a 90% margin product at scale. They could charge 1/3 that and still be very profitable. There has rarely been such a profitable large corporation in terms of the combo of profit & margin. Their last quarter was $35b in sales and $26b in gross profit ($21.8b op income; 62% op income margin vs sales). Visa is notorious for their extreme margin (66% op income margin vs sales) due to being basically a…
> And indeed that's exactly what will be required for any serious attempt to cut into their monopoly position. You misunderstand why and how Nvidia is a monopoly. Many companies make GPUs, and all those GPUs can be used for computation if you develop compute shaders for them. This part is not the problem, you can already go buy cheaper hardware that outperforms Nvidia if price is your only concern. Software is the is…
Intel seems to have thrown their weight behind SYCL, which is an open standard intended to compete with CUDA. Its not clear there has been much interest from other hardware vendors though.