alt Hacker News> don't see the distinction you're drawing about "commodity"
People pay markedly more for NVIDIA GPUs than they do for others. That opposes the fungibility requirement of a commodity.
> don't see the distinction you're drawing about "commodity"
People pay markedly more for NVIDIA GPUs than they do for others. That opposes the fungibility requirement of a commodity.
In the west, there's no actual competitor to NVIDIA hardware. Yes, people make other chips, but nothing is a serious drop-in replacement for the nv stack. Between the networking and software, they're truly a different "thing" of accelerator, and I don't consider them fungible at all. The US government tried to build 3 supercomputers with each of nvidia/amd/intel accelerators and you can see how it went