Re:AMD Reports Q2 2020 Earnings
by ksec on Wednesday July 29, 2020 @05:52PM
(#23991977)
Yes, but there is one assumption in this hypothesis which I think is not accurate.
The cost of Hardware Development is the main cost contribution.
Which I think is not true with regards to both GPU and GPGPU computing. The major cost for GPU is Drivers, and CUDA for GPGPU. i.e It is Software.
Unlike ARM where AWS/GCP/Azure can make their chips and benefits from the Software ecosystem already in place for ARM, there is no such thing on GPU. Drivers and CUDA is the biggest moat around Nvidia's CPU. And unless Developers figure out a way to drive the cost of DL and Drivers down, there is no incentives to switch away from Nvidia's ecosystem.
That is why I am interested to see how Intel tackle this area. And if History will repeat itself again in the Voodoo, Rage 3D and S3 Verge era.
The cost of Hardware Development is the main cost contribution.
Which I think is not true with regards to both GPU and GPGPU computing. The major cost for GPU is Drivers, and CUDA for GPGPU. i.e It is Software.
Unlike ARM where AWS/GCP/Azure can make their chips and benefits from the Software ecosystem already in place for ARM, there is no such thing on GPU. Drivers and CUDA is the biggest moat around Nvidia's CPU. And unless Developers figure out a way to drive the cost of DL and Drivers down, there is no incentives to switch away from Nvidia's ecosystem.
That is why I am interested to see how Intel tackle this area. And if History will repeat itself again in the Voodoo, Rage 3D and S3 Verge era.