Nvidia's AI Dominance
Discussions center on Nvidia's market leadership in AI GPUs, its massive profits from the AI boom, strong moat via CUDA, and emerging competition from Intel, AMD, and others potentially challenging prices and margins.
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Why would Nvidia leave the market?
Soon nvidia & OpenAI will be the only ones with any money so that's fun :)
Probably a case of "no one complained hard enough yet", also probably a case of "beggars can't be choosers"... when literally billions of VC money is poured into both AI startups and estabilished cloud computing companies, all of that flows directly into Nvidia's pockets and it's not like this area is free from vendor lock in. When you have a stack that requires Nvidia's hardware you are going to pay for Nvidia's hardware. We live in a time when any h
A market where Nvidia chips are all bought out, so what's left?
you forget that Nvidia is winning far more victories than any of the AI companies. they get to absorb all the benefits of the AI bubble with none of the risks
So Nvidia in trouble now because intel can be used instead for faster/cheaper? inference?
so all the high margin business goes to nvidia you're saying...
Have a look at Nvidia financial statement to get an idea why ;)
Are you suggesting NVIDIA is not a competitor?
Some competition for Nvidia is good, might drive down prices. One can only hope.