131–140 of 444 posts
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Financial years are named by the calendar year that they end in, so FY24 is the financial year ending in 2024.
I have never seen it referred to as financial year until now, but I guess it makes sense too. Fiscal year is the typically used term.
It s come to the point that people are begging competitors to do something in the space. Who knows, maybe some cheap Chinese asic that can do matrix multiplication ends up eating their lunch. You d think that, at the level of capitalization of tech companies, competition would be cutthroat
There's also the problem of industry hostility, anyways. Even if Nvidia was dethroned in the hardware-space, it's unlikely their successor would improve the lock-in situation. It will take an intersectional effort to change things.
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Nvidia is dragging the entire gaming industry forward with ray/path tracing and AI-based resolution and frame scaling. Everyone else (I.e., AMD) is following Nvidia’s lead. In what way has Nvidia “forgotten” gamers with the rise of their datacenter business?
The card prices have gone up pretty significantly and availability has been bad for the last few years, they also have been segmenting their product line in ways where some of the lower tier cards are not very compelling vs previous release cycles. I don't know if that's attributable to them "forgetting about gamers" but it's what people are upset about.
The hoarding isn't going to stop unless there are either efficient alternatives that are competitive on performance and price.
Perhaps that is why I keep seeing gamers crying over GPU prices and unable to find cheap Nvidia cards due to the AI bros hoarding them for their 'deep learning' pet projects.
So they settle with AMD instead.
The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips, making more efficient use of current chips, etc. For all the distributed computing efforts that have existed (prime factorization, SETI@Home, Bitcoin, etc.), I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. It wouldn't be efficient, b…
Yes, there has been repeated efforts to chip at Nvidia's market share, but there's also a graveyard full of AI accelerator companies that fail to find product market fit due to lack of software toolchain support - and that applies even for older Nvidia GPUs and their compatible toolchains, let alone other players like AMD. This isn't a hit on Nvidia, I'm just saying things move so quickly in the space that even the only-game-in-town is trying to catch up.
Nvidia is also leading by being one or two hardware cycles ahead of their competition. I'm pretty confident AI workloads in enterprise is their next major focus [1]. I think this more than anything else will accelerate AI adoption in enterprise if well executed.
To your point, I think the industry needs to focus more on the toolchains that sit right between the deep learning frameworks (PyTorch, Tensorflow etc.) and hardware vendors (Nvidia, AMD, Intel, ARM, Google TPU etc.) Deep learning compilers will dictate if we allow all AI workloads run on just Nvidia or several other chips.
[1] - https://www.nvidia.com/en-us/data-center/solutions/confident...
What's also pretty interesting that they actually didn't sell more chips this quarter - they ... just pretty much doubled the prices (hence the huge margin). This is what having a monopoly looks like ! This is also why companies that manufacture their cards didn't report any uptick in profits. I'm wondering how this play out in some months ? Do they have any pricing power with respect to NVidia ? Or NVidia could just…
Hopefully Intel continues to improve it's GPU offerings
What's also pretty interesting that they actually didn't sell more chips this quarter - they ... just pretty much doubled the prices (hence the huge margin). This is what having a monopoly looks like ! This is also why companies that manufacture their cards didn't report any uptick in profits. I'm wondering how this play out in some months ? Do they have any pricing power with respect to NVidia ? Or NVidia could just…
There probably isn't another manufacturer they can switch high end stuff to. They recently tried moving at least some of their cards to Samsung but switched back last generation due to yield issues.
What's also pretty interesting that they actually didn't sell more chips this quarter - they ... just pretty much doubled the prices (hence the huge margin). This is what having a monopoly looks like ! This is also why companies that manufacture their cards didn't report any uptick in profits. I'm wondering how this play out in some months ? Do they have any pricing power with respect to NVidia ? Or NVidia could just…
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Not sure if you're intentionally choosing to ignore their point, but what they meant is Nvidia can unilaterally choose to raise the prices and customers can't do anything since they're a monopoly. You can't just say well, i'll go to the next shop and buy something for cheaper.
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Intel doesn't seem to be able to execute. It's not just pumping out GPUs - for AI you need drivers, and the equivilent of CUDA and all the various libraries built on CUDA like cuDNN. They do have OneAPI but it hasn't caught on like CUDA in that space. It's kind of too bad since OneAPI is open and CUDA is not.
I can really see Intel figuring this out. A lot of people on HN talking about Intel as an also-ran just like they spoke about AMD before Zen. Raptor Lake is at 7nm and incredibly competitive there (~2700 single core on geekbench, taken with a pinch of salt). They’re still planning on being on 1.8nm/18A within 2 years, while at the same time ramping up their GPU efforts (albeit using TSMC for 4nm). Nvidia is very much…
1. They don't pay - Nvidia/Google/Apple easily pays 1.5-2x Intel before appreciattion.
2. They're cheap/beaurcratic. The office sucks, your laptop sucks.
3. They suck at software. https://pharr.org/matt/blog/2018/04/18/ispc-origins
4. They can't develop/retain talent. Half the ML-HW/FW teams at AMD/Google/Nvidia/Apple are ex-Intel.
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There probably isn't another manufacturer they can switch high end stuff to. They recently tried moving at least some of their cards to Samsung but switched back last generation due to yield issues.
You have to distinguish between fabs and AIBs.