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
Yeah, don’t be unrealistic. We can’t just have a group of competent individuals properly plan out how to dismantle a monopoly to allow for proper competition in the industry. If they don’t hold onto their monopoly, how will we ever see technological advancements?
No really. NVIDIA’s entire business is based on one main chip design. How would you brake up a company, that essentially only has one design it implements in various degrees for their products.
There is literally nothing to break up.
Ai accelerators and gaming gpu could definitely be split apart. AMD already uses different architectures for those applications and they have notably smaller engineering teams.
Raytracing could also ostensibly be spun into a separate division. That’s already split quite a bit in the architecture. Then Intel, AMD and whatever other competitors pop up could license the raytracing tech stack or even buy raytracing chiplets.
Some of the software solutions like DLSS could be spun off and allowed to license to competitors.
No they can’t, because they are the same base design at different scales.
These designs are all connected and necessary for ALL Nvidia hardware. You can’t simply take one out.
There is no monopoly. If Nvidia doesn’t play it right in the coming years they won’t hold on to their current position. Nvidia aren’t getting into custom chips just for fun. If the major cloud providers end up using their own custom silicon, that’s a major blow for Nvidia.
The point that the article makes is that NVIDIA is pressing current customers by threatening shipping delays, which is an abuse of their power
And I hope they get punished for it, but that is not the same as Nvidia having monopoly.