Earlier quoted context omitted.
> 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…
I feel people are exaggerating the impossibility of replacing CUDA. Adopting CUDA is convenient right now because yes it is difficult to replace it. Barrier to entry for orgs that can do that is very high. But it has been done. Google has the TPU for example.
So many billions of dollars and no one is even 1% close to displacing CUDA in any meaningful way. ZULDA is dead. ROCM is a meme, Scale is a meme. Either you use CUDA or you don't do meaningful AI work.