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girfantoday at 1:54 AM1 replyview on HN

Interesting. What would the incentives be for NVIDIA, for example, to opt into this? They are building their own racks now, like the NVL72 etc.


Replies

adastra22today at 2:55 AM

None, they won’t. But it would out Oxide into the strong negotiating position, and not at the mercy of NVIDIA.

NVIDIA has one primary weakness here: GPUs are NOT optimal hardware for training or inference. No competitor has the market reach to challenge them though. An open standard supported by high growth, breakout startup would change that though.