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195 points rbanffy | 1 comments | | HN request time: 0.204s | source
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pie420 ◴[] 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
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metadat ◴[] No.42176440[source]
But how will AMD or anyone else push in? CUDA is actually a whole virtualization layer on top of the hardware and isn't easily replicable, Nvidia has been at it for 17 years.

You are right, eventually something's gotta give. The path for this next leg isn't yet apparent to me.

P.s. how much is an exaflop or petaflop, and how significant is it? The numbers thrown around in this article don't mean anything to me. Is this new cluster way more powerful than the last top?

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1. shmerl ◴[] No.42179870[source]
There is ZLUDA to break the lock-in for those who are stuck with it. The rest will use something else.