cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
I disagree. Most of the big actors in the cloud/AI space got their own silicon that they are working on which is a big enough concern for Nvidia that they are looking into providing custom solutions. If the CUDA moat breaks, Nvidia will be in a much weaker position.
The search engine landscape is completely different, although I don’t think you meant that those markets are really directly comparable to be fair.
I argue that Google is suffering kind of the same issues when it comes to LLM’s. They freaked out when chat GPT dropped, and I’m pretty sure that Bard got rushed just to compete with Bing Chat