←back to thread

490 points jarmitage | 7 comments | | HN request time: 0.419s | source | bottom
1. dudus ◴[] No.40681617[source]
Gotta keep digging that CUDA moat as hard and as fast as possible.
replies(2): >>40681968 #>>40687332 #
2. astromaniak ◴[] No.40681968[source]
Exactly. and that's why it's valued at $3T++, about 10x of AMD and Intel put together.
replies(1): >>40686204 #
3. markhahn ◴[] No.40686204[source]
you mean because that's how you get to be a meme stock? yep. stock markets are casinos filled with know-nothing high-rollers and pension sheep.
replies(2): >>40686652 #>>40687381 #
4. talldayo ◴[] No.40686652{3}[source]
How many meme stocks are TSMC customers?
5. tomjen3 ◴[] No.40687332[source]
Thats the part I don't get. When you are developing AI, how much code are you really running on GPUs? How bad would it be to write it for something else if you could get 10% more compute per dollar?
replies(1): >>40688879 #
6. astromaniak ◴[] No.40687381{3}[source]
doing business is hard this days. you can't be just a rich a*hole while working with people. have to care about your image. and this is one of the ways of doing it. hanging out free stuff. sort of selfless donations. but in fact this rises the bar and makes competitors' life much harder. of course you can be rich and narrow minded, like intel. but then it's hard to attract external developers and make them believe in you future. nvidia's stock rise is based on the vision, investors believe in it. while other giants are being dominated by carrier managers. who know the procedures, but absolutely blind when it comes to technology evaluation. if someone comes to them with a great idea they first evaluate how it fits in their plans. sometimes they their own primitive vision, like in facebook. which proved to be a... not that good. so, all this sort of managers can do is look at what is _alrady_ successful and try to replicate it throwing a lot of money. it may be not enough. like intel still lags behind in GPUs.
7. incrudible ◴[] No.40688879[source]
Those 10% are going to matter when you have an established business case and you can start optimizing. The AI space is not like that at all, nobody cares about losing money 10% faster. You can not risk a 100% slowdown running into issues with an exotic platform for a 10% speedup.