The Future of Compute: Nvidia's Crown Is Slipping
mohitdagarwal.substack.com
The Future of Compute: Nvidia's Crown Is Slipping
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Re: The Future of Compute: Nvidia's Crown Is Slipping
#2Services! Services services services!
This is what will help protect Nvidia now that DC and cluster spend is cooling.
They own the ecosystem thanks to CUDA, Infiniband, NGC, NVLink, and other key tools. Now they should add additional applications (the AI Foundry is a good way to do that), or forays into adjacent spaces like white-labeled cluster management.
Working on building custom designs and consulting on custom GPU projects would be helpful as well by helping monetize their existing design practice during slower markets.
Of course, Nvidia is starting to do both, with Nvidia AI Foundry for the former and is working on the latter by starting a GPU architecture and design consulting as announced at GTC and under McKinney
Re: The Future of Compute: Nvidia's Crown Is Slipping
#3Services! Services services services! This is what will help protect Nvidia now that DC and cluster spend is cooling. They own the ecosystem thanks to CUDA, Infiniband, NGC, NVLink, and other key tools. Now they should add additional applications (the AI Foundry is a good way to do that), or forays into adjacent spaces like white-labeled cluster management. Working on building custom designs and consulting on custom…
> Working on building custom designs and consulting on custom GPU projects would be helpful as well by helping monetize their existing design practice during slower markets.
Apart from Nintendo, who has successfully partnered with Nvidia? Apple, Microsoft and Sony have all been burnt in the past.
Re: The Future of Compute: Nvidia's Crown Is Slipping
#4Services! Services services services! This is what will help protect Nvidia now that DC and cluster spend is cooling. They own the ecosystem thanks to CUDA, Infiniband, NGC, NVLink, and other key tools. Now they should add additional applications (the AI Foundry is a good way to do that), or forays into adjacent spaces like white-labeled cluster management. Working on building custom designs and consulting on custom…
> Working on building custom designs and consulting on custom GPU projects would be helpful as well by helping monetize their existing design practice during slower markets. Apart from Nintendo, who has successfully partnered with Nvidia? Apple, Microsoft and Sony have all been burnt in the past.
National Labs (kinda), a big pharma company I don't think I can disclose, and a couple HFTs, but it's a muscle they will need to build out, because Broadcom are Marvell are eating their cake.
Nvidia has started formalizing that last year [0], but it's a new muscle for them.
[0] - https://www.reuters.com/technology/nvidia-chases-30-billion-...
Re: The Future of Compute: Nvidia's Crown Is Slipping
#5Interesting, Marvell is actually down over 50% this year. I just don't understand the bear case at all. I'm a nobody and I'm still willing to buy a $1500 gpu, and that GPU still can't do what the cloud does. The next $1500 gpu probably can't either. It feels like we're over thinking this. The hardware roll-out is all there is imho. Jensen has mentioned he sees Nvidia being a 10 trillion-dollar company, and I'm willing to meet him half-way with my faith here.
Edit:
- I wonder what's stopping Nvida from releasing an AI phone
- A LLM competitor service (Hey, how about you guys make your own chips?)
- They are already releasing an AI PC
- Their own self driving cars
- Their own robots
If you mess with them, why won't they just compete with you?
Just wanted to say one more thing, that Warren Buffet famously said he regretted not investing in both Google and Apple. I think something like this is happening again, especially as there are lulls that the mainstream public perceives, but enthusiasts don't. To maintain the hyperbole, if you are not a full believer as a developer, then you are simply out of your mind.
Re: The Future of Compute: Nvidia's Crown Is Slipping
#6Interesting, Marvell is actually down over 50% this year. I just don't understand the bear case at all. I'm a nobody and I'm still willing to buy a $1500 gpu, and that GPU still can't do what the cloud does. The next $1500 gpu probably can't either. It feels like we're over thinking this. The hardware roll-out is all there is imho. Jensen has mentioned he sees Nvidia being a 10 trillion-dollar company, and I'm willin…
Gaming GPUs is a side business for them at this point. It’s all about AI.
Re: The Future of Compute: Nvidia's Crown Is Slipping
#7Services! Services services services! This is what will help protect Nvidia now that DC and cluster spend is cooling. They own the ecosystem thanks to CUDA, Infiniband, NGC, NVLink, and other key tools. Now they should add additional applications (the AI Foundry is a good way to do that), or forays into adjacent spaces like white-labeled cluster management. Working on building custom designs and consulting on custom…
> Working on building custom designs and consulting on custom GPU projects would be helpful as well by helping monetize their existing design practice during slower markets. Apart from Nintendo, who has successfully partnered with Nvidia? Apple, Microsoft and Sony have all been burnt in the past.
Watch the Nvidia GTC keynote.
The list of partners is extensive.
Re: The Future of Compute: Nvidia's Crown Is Slipping
#8Services! Services services services! This is what will help protect Nvidia now that DC and cluster spend is cooling. They own the ecosystem thanks to CUDA, Infiniband, NGC, NVLink, and other key tools. Now they should add additional applications (the AI Foundry is a good way to do that), or forays into adjacent spaces like white-labeled cluster management. Working on building custom designs and consulting on custom…
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Re: The Future of Compute: Nvidia's Crown Is Slipping
#9[deleted]
Re: The Future of Compute: Nvidia's Crown Is Slipping
#10How can it be "slipping" if they sell out of all their stuff years in advance? I still can't find any sanely priced 5090s. And before you point out that 5090s are not their main revenue driver, they're sold out of H100s and so on years in advance, too.