Cloud/datacenter based ML is a huge growth market. Having the same software work on a consumer GPUs and enterprise ML cards is one of Nvidia's competitive advantages.
Why can't large companies tap the investment market? E.g. they could sell bonds to fund it, borrow, etc.
The idea (not aiming at you here, you didn't say this) that senior leadership at AMD is unaware of NVIDIA's lead in this space, and haven't repeatedly considered whether to invest in competing, is absurd. Likewise the idea that anyone outside of AMD understands better than AMD does what it would take in terms of investment _and opportunity cost_, is also absurd.
Senior leadership at AMD isn't dumb. The fact that they're not doing something we want doesn't make them dumb, either. Again, not aiming at you with this little rant :)
In her area. We have no real info on how proficient she is in other areas like ML.
Lets try this with another company:
The idea that leadership at Lehmon Brothers is unaware of the fact that they are trading subprime loans is absurd! The leadership isnt dumb
The Idea that leadership at Being is unaware of safety issues with 737 Max is absurd! How could you suggest that anyone outside boesing understands better than they do the risks involved?
You are claiming that AMD leadership is infalliable based on no evidence whatsoever. Thats whats absurd
I may not know better. But I know what I like.
Their attempts at entering the ML space so far have been failures, and they are wise to hold off on really competing with Nvidia until they have the bandwidth to go “all in”. Consciously NOT trying to compete with Nvidia is the reason they didn’t go bankrupt. Their Radeon division minted from 2016-2020 because they focused on a niche Nvidia was neglecting- low-end/eSports (also leveraging their APU expertise to win PS4/Xbox contracts).
I think Nvidia will eventually lose its monopoly on ML/AI stuff as AMD, Apple, Qualcomm, Amazon and Google chip away at their “moat” with their own accelerators/NPUs. As mentioned though, the Nvidia Edge really comes from CUDA and other software, not the hardware. I doubt that Apple, Qualcomm, Amazon or Google will be interested in selling hardware direct to consumers. They want that sweet, sweet cloud money and/or competitive advantages in their phones (like photo processing). I don’t want to be paying AWS $100/mo for a GPU I could pay $600 once for. I do think AMD/RTG will go hard on Nvidia eventually, and it will not matter whether you have an AMD or Nvidia GPU for Tensorflow or spaCy or whatever else.