this post was submitted on 27 Feb 2024
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Nvidia's AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm (www.tomshardware.com)
submitted 10 months ago by [email protected] to c/technology
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cross-posted from: https://sopuli.xyz/post/9700996

Nvidia's AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm

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[–] [email protected] 2 points 10 months ago (1 children)

I disagree. Most of the big actors in the cloud/AI space got their own silicon that they are working on which is a big enough concern for Nvidia that they are looking into providing custom solutions. If the CUDA moat breaks, Nvidia will be in a much weaker position.

The search engine landscape is completely different, although I don't think you meant that those markets are really directly comparable to be fair.

[–] [email protected] 1 points 10 months ago

I argue that Google is suffering kind of the same issues when it comes to LLM’s. They freaked out when chat GPT dropped, and I’m pretty sure that Bard got rushed just to compete with Bing Chat