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195 points rbanffy | 1 comments | 18 Nov 24 18:54 UTC | HN request time: 0.204s | source

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pie420 ◴[18 Nov 24 20:14 UTC] No.42176400[source]▶

layperson with no industry knowledge, but it seems like nvidia's CUDA moat will fall in the next 2-5 years. It seems impossible to sustain those margins without competition coming in and getting a decent slice of the pie

replies(5): >>42176440 #>>42177575 #>>42177944 #>>42178259 #>>42179625 #

1. latchkey ◴[18 Nov 24 21:58 UTC] No.42177575[source]▶

>>42176400 #

We donated one of our MI300x systems to the SCALE team. The moat-less future is coming more quickly than you think.

https://scale-lang.com/

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AMD now has more compute on the top 500 than Nvidia