Most of Nvidia's "strength" is the heavy lifting done by the folks over at TSMC.
Apple and AMD both have access to the same TSMC technology, but neither of them are willing to invest any more into AI than they are currently. Apple ships an inference solution that is a combination of GPU and NPU and mostly okay for inference at home, and AMD ships a high performance enterprise compute solution that scales the whole way up to the needs of supercomputers without needing to make a purely AI-only product line.
If this was the next big money making frontier, then AMD would be chasing after it too. Instead, they sell a pretty damned good enterprise compute product that actually has a life outside of the AI bubble, and will keep selling it to happy customers long after the AI bubble pops.
The question you need to ask is how bad will Nvidia's collapse be. Like, I'm pretty sure some form of the company will still exist, but they have nothing stopping their valuation going from $4T back down to something more reasonable like $250m, they don't do anything any better than anyone else, its all 100% Jensen wooing people with his leather jacket collection.
Nvidia's products have been the biggest cash grab of all time. I don't think it's a matter of other companies believing it is just a bubble and therefore not attempting to compete, but that Nvidia hasn't left them room to compete effectively. That's what I'm trying to get to the bottom of.
A jacket cooler than black leather. So, probably denim.
Realistically, pretty much anything.
Run CUDA
You're asking the wrong question.
Most of Nvidia's "strength" is the heavy lifting done by the folks over at TSMC.
Apple and AMD both have access to the same TSMC technology, but neither of them are willing to invest any more into AI than they are currently. Apple ships an inference solution that is a combination of GPU and NPU and mostly okay for inference at home, and AMD ships a high performance enterprise compute solution that scales the whole way up to the needs of supercomputers without needing to make a purely AI-only product line.
If this was the next big money making frontier, then AMD would be chasing after it too. Instead, they sell a pretty damned good enterprise compute product that actually has a life outside of the AI bubble, and will keep selling it to happy customers long after the AI bubble pops.
The question you need to ask is how bad will Nvidia's collapse be. Like, I'm pretty sure some form of the company will still exist, but they have nothing stopping their valuation going from $4T back down to something more reasonable like $250m, they don't do anything any better than anyone else, its all 100% Jensen wooing people with his leather jacket collection.
> Most of Nvidia's "strength" is the heavy lifting done by the folks over at TSMC.
The software side is also important. No discussion of Nvidia's moat is complete without also mentioning CUDA.
Nvidia's products have been the biggest cash grab of all time. I don't think it's a matter of other companies believing it is just a bubble and therefore not attempting to compete, but that Nvidia hasn't left them room to compete effectively. That's what I'm trying to get to the bottom of.
Nvidia have completely dominated in consumer hardware for several generations, this seems like a bunch of claims that's at complete odds with reality?
It's far more believable that AMD aren't competing because they can't.
To "beat" them, just don't play the game. The fad will die.
Why do you think AI is going to die?