alt Hacker NewsI don't have any note-able industry insights to add, I just feel the urge to point out that
> I've never invested in Arm's stock because their customers are also their competitors.
Also applies to Nvidia. And there as been a lot of controversy related to exactly that reason. The most note-able being EVGA just throwing in the towel and sunsetting their entire GPU department. (And that predates the current LLM / AI boom)
I guess it's a showcase of a company leveraging this relationship
For Nvidia and AMD, it's the same question.
Can Nvidia design a better AI chip than their customers? Can AMD design a better server CPU than their customers?
Nvidia is proving they can. Arm has already lost the performance and efficiency crown to Apple and will likely lose soon to Qualcomm, if not already.
I think the GPU business is also fundamentally different than CPUs. For CPUs, it's all about interoperability. The ISA is the same. You can swap out any RAM easily. You can run Windows, iOS, Android, Linux. The only thing you're differentiating on is performance, efficiency, and the chip size.
For GPUs, everything is custom. There are far more ways to differentiate. Nvidia can differentiate through ISA, CUDA, chip design, cooling design, packaging design, rack design, networking chips, etc. Nvidia is more about selling systems than a chip.