Re:Nvidia is about to pass Apple in market cap
by mrbungie on Wednesday May 29, 2024 @05:14PM
(#40517093)
Well, then let's hope EU puts its eyes on NVDA and CUDA, another walled garden.
Re:Nvidia is about to pass Apple in market cap
by ewgfdgdfgdf on Wednesday May 29, 2024 @05:32PM
(#40517271)
CUDA is a technology investment that gives Nvidia a moat, but there is nothing exclusionary about it, Nvidia invested in tooling years ago ... it will just take time for others to catch up.
Re:Nvidia is about to pass Apple in market cap
by mrbungie on Wednesday May 29, 2024 @05:37PM
(#40517317)
NVDA banned CUDA translations layers, that's pretty exclusionary because it denies interoperability. There was already a discussion about it here: https://news.ycombinator.com/item?id=39592689
Re:Nvidia is about to pass Apple in market cap
by ewgfdgdfgdf on Wednesday May 29, 2024 @07:14PM
(#40518234)
Well, they tried to legally prohibit it, but as people in that thread pointed out, it's legally irrelevant in most developed countries ... so another hardware maker can fund a (legally) independent team in say France (most favorable reverse engineering laws) to break it / copy it / do whatever they like ... and then open source the output for the rest of the world.
It's even dubiously legal in the US ... but there it would be a war of legal fund attrition and Nvidia has deep pockets.
Still - break it in France, give it away ... US laws go poof.
It's really just the ongoing development of the software ecosystem that gives them their moat ... but it's a good technical moat because they steer future dev and others play catch up.
It's not just a matter of NVDA's upside.
AAPL may have peaked, and, in light of the EU breaking up it's walled garden, may be on the way down.