Re:Nvidia CEO Jensen Huang's letter to staff about affair
by teknologist on Sunday November 08, 2026 @05:58PM
(#50418444)
How integral is Nvidia to the success of LLMs? Seems like a few companies could step in and put that TSMC capacity to good use...
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Re:Nvidia CEO Jensen Huang's letter to staff about affair
by Tadpole9181 on Sunday November 08, 2026 @06:28PM
(#50418828)
I'm sorry, who exactly? NVIDIA essentially has no real competition because of how wildly successful they are.
Re:Nvidia CEO Jensen Huang's letter to staff about affair
by danpalmer on Sunday November 08, 2026 @06:41PM
(#50418943)
Google, Microsoft, Amazon, AMD, Apple, Huawei...
These aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.
Re:Nvidia CEO Jensen Huang's letter to staff about affair
by andsoitis on Sunday November 08, 2026 @06:46PM
(#50418994)
> Google, Microsoft, Amazon, AMD, Apple, Huawei...
Which of those sell chips at the Nvidia caliber sell to AI model builders in the US (not use internally)?
Re:Nvidia CEO Jensen Huang's letter to staff about affair
by IncreasePosts on Sunday November 08, 2026 @08:49PM
(#50419968)
Google
Re:Nvidia CEO Jensen Huang's letter to staff about affair
by SJC_Hacker on Monday November 09, 2026 @02:52AM
(#50422433)
Not internally, which is what Googles TPUs are for
Re:Nvidia CEO Jensen Huang's letter to staff about affair
by IncreasePosts on Monday November 09, 2026 @12:45PM
(#50428839)
Google started selling TPUs externally a few months ago: https://www.networkworld.com/article/4200864/google-has-star...
Re:Nvidia CEO Jensen Huang's letter to staff about affair
by teknologist on Monday November 09, 2026 @02:49AM
(#50422408)
Apple should bring back the Xserve :p