alt Hacker NewsJust about everybody who isn't Nvidia dropped the ball, bigtime.
Intel should have shipped their GPUs with much more VRAM from day one. If they had done this, they'd have carved out a massive niche and much more market share, and it would have been trivially simple to do.
AMD should have improved their tools and software, etc.
Apple should have done as you say.
Google had nigh on a decade to boost TPU production, and they're still somehow behind the curve.
Such a lack of vision. And thus Nvidia is, now quite durably, the most valuable company in the world. Imagine telling that to a time traveler from 2018.
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Why should Apple have done this? It doesn’t fit their business in anyway shape or form. Where does data centre hardware sit relative to electronics / humanities cross roads that is foundational for Apple?
Intel doesn't limit how much memory card makers can pair with their GPU. It's up to the card maker.
> And thus Nvidia is, now quite durably, the most valuable company in the world.
Nvidia is the most valuable company in the world right up until the AI bubble pops. Which, while it's hard to nail down when, is going to happen. I wouldn't call their position durable at all.
I think for AMD, they were focused on competing against Intel. Remember AMD was almost bankrupt about 15 years ago because of competing against Intel. But the very first GPU use for AI was actually with an ATI/AMD GPU, not an Nvidia one. Everyone thinks Nvidia kicked off the GPU AI craze when Ilya Sutskever cleaned up on AlexNet with an Nvidia GPU back in 2012, or when Andrew Ng and team at Stanford published their "Large Scale Deep Unsupervised Learning using Graphics Processors" in 2009, but in 2004, a couple of Korean researchers were the first to implement neural networks on a GPU, using ATI Radeons: https://www.sciencedirect.com/science/article/abs/pii/S00313...
And as of now I do believe AMD is in the second strongest position in the datacenter space after Nvidia, ahead of even Google.