Re:Why Nvidia Keeps Winning: The Rise of an AI Giant
by kijiki on Friday July 07, 2023 @12:23AM
(#36627094)
The actual quote from your link is: "Expect a massively programmable, massively
parallel and pipelined graphics monster", not a "compute monster".
While I agree that Nvidia positioned themselves well, they were not looking as far forward as you suggest. As I recall it, they seemed surprised by BrookGPU, though they moved quickly to embrace the model.
And there were earlier proto examples of GPU compute that that were completely overlooked: https://web.archive.org/web/20010607021839/http://freespace.... (scroll down to "Optimising with 3D Rendering Hardware")
They saw the potential of GPU compute very early on, invested in it long term and as a result eventually ended up dominating the market. The others didn't seriously commit and so they fell behind. AMD still can't seem to commit, while Intel seems to be working hard on catching up.