Re:An Interview with Nvidia CEO Jensen Huang About AI’s iPho...
by roenxi on Saturday March 25, 2023 @10:21PM
(#35310056)
I dunno; CUDA is a library. How many closed source libraries win winner-takes-all games?
Nvidia is a lonely proprietary ship in a hostile sea of open source packages. It might take 20 years if Intel and AMD fail to do anything useful, but sooner or later they'll either open source CUDA defensively or get ground down by an open library. There are a finite list of features to implement before "Runs on Nvidia" vs "Runs on any graphics card" becomes the only important box left on the bureaucrat's checklist.
The math here is literally 1st & 2nd year university subjects. That is a good short term moat, but not a defensible one long term.
Nvidia is a lonely proprietary ship in a hostile sea of open source packages. It might take 20 years if Intel and AMD fail to do anything useful, but sooner or later they'll either open source CUDA defensively or get ground down by an open library. There are a finite list of features to implement before "Runs on Nvidia" vs "Runs on any graphics card" becomes the only important box left on the bureaucrat's checklist.
The math here is literally 1st & 2nd year university subjects. That is a good short term moat, but not a defensible one long term.