alt Hacker NewsAMD along with cerebras may probably compete with NVIDIA monopoly in near future. Also, NVIDIA will have competition form multiple companies. Just my prediction.
AMD along with cerebras may probably compete with NVIDIA monopoly in near future. Also, NVIDIA will have competition form multiple companies. Just my prediction.
Maybe, but GPU is just one aspect of NVIDIA's dominance. If you are buying Vera Rubin GPUs, you're getting an NVL72 rack, which is only one of several racks that you're probably buying. You'll also need your NVIDIA racks with NVIDIA networking & storage gear, too. At the end of the day, they're "vertically integrated" for your accelerated computing data center (e.g. the "AI Factory"). This doesn't even count the software layer, where CUDA + CUDA-X (not to mention the software for all the sysadmin pieces) has a huge first mover advantage over anyone else.