Re:Nvidia Allegedly Engineered Scarcity by Funding AI Startu...
by mscarpino on Saturday November 14, 2026 @04:16PM
(#50500900)
You're only thinking about hardware. Most GPU applications are written using CUDA, which only runs (well) on Nvidia hardware.
AI can write great code, but the competition's hardware won't succeed until someone comes up with a CUDA replacement.
Google and Amazon at least are making their own TPU silicon: Google TPUs, Amazon Trainium I think (goofy name), etc. They're big enough to make their own chips.
Apple is putting their own in-house AI accelerators into their laptops, desktops, and phones for edge inference and the local inference market.
Meanwhile AMD and Intel have GPU offerings. AMD's chips are probably as good as Nvidia, but their software is not... but software is exactly the moat that is vanishing due to AI. Intel's GPUs are mid but are priced aggressively. I actually picked up an Arc with 16G RAM for a very reasonable price to run local experiments and it works great... and I was able to fix the software rough edges with the Intel Arc with Claude Sonnet 5.5. "Hey Claude, take a look at this code... it's not performing well on this system's GPU. Please make a plan to fix..."
I don't think Nvidia's lead is as big as it might think it is.