cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
The point that the article makes is that NVIDIA is pressing current customers by threatening shipping delays, which is an abuse of their power
And I hope they get punished for it, but that is not the same as Nvidia having monopoly.
They have as much a Monopoly as Google has on search. Sure, there are competitors, and there is a chance that new tech might disrupt them, but they are able to abuse their market position (for example, forcing websites to use Google analytics or be penalised in search results)
I disagree. Most of the big actors in the cloud/AI space got their own silicon that they are working on which is a big enough concern for Nvidia that they are looking into providing custom solutions. If the CUDA moat breaks, Nvidia will be in a much weaker position.
The search engine landscape is completely different, although I don’t think you meant that those markets are really directly comparable to be fair.