> This game is far from over
Do you think a company like AMD or Intel is going to make massive gains in taking market share away from Nvidia? Or do you think it will be another company? Or something else entirely?
These same people unironically believe that Gemini was trained with zero GPUs for any part of the process (including all experiments), and it was all done on TPUs. They cite this as evidence that CUDA/Nvidia is dead.
It's stupid, it's wrong, but it's what they claim.
I'm going to be a lot wealthier than the Nvidia bears.
And if you don't believe this, just take one look at TPU pricing (remember, Trillium is TPUv6) and tell me this is competitive with Nvidia/Oracle/any neocloud with a straight face.
To suggest Nvidia will have the game to themselves for another 10 years might turn out to be wrong, but it isn't naive. You are the naive one here.
No one is sitting around. I'd argue if there was more wafer supply you'd see amd/others undercutting nvidia...but it's hard to when supply is incredibly constrained.
They are trying. They are not succeeding yet. Maybe in 10 years the gap will be closed. Maybe it will not. I'll guess the latter. Nvidia's situation has changed too - the R&D $$ they have to spend to defend are dramatically higher. Nothing stands still, it's harder to catch up than it seems.
