Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu...
by AnthonyMouse on Saturday November 14, 2026 @02:27AM
(#50494848)
What you need is for the interfaces people use to not be vendor-locked. At which point Nvidia doesn't have to "fail" in the sense of going out of business, but rather just have the ecosystem switch to APIs that are supported by not just them but also AMD, Intel, Apple, Qualcomm, etc.
At which point customers are buying for hardware price/performance or performance/watt rather than because they care which vendor they're getting it from.
And then you'd still have the biggest companies making the highest performance hardware, but you could also get something from the RISC-V people which had e.g. half or a quarter the performance of the enterprise GPUs but the same amount of VRAM, for less money.
At which point customers are buying for hardware price/performance or performance/watt rather than because they care which vendor they're getting it from.
And then you'd still have the biggest companies making the highest performance hardware, but you could also get something from the RISC-V people which had e.g. half or a quarter the performance of the enterprise GPUs but the same amount of VRAM, for less money.