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by sreekanth85010 hours ago |
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upvoteby anonzzzies6 hours ago|
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Like NVIDIA bought Groq, AMD might do well buying Cerebras.
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upvoteby FranGro782 hours ago|
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AMD did enter into an agreement to buy Taalas, which is speculated [1] will be used to augment their Helios offering.

1. https://www.youtube.com/watch?v=3MKRjt59hh4&pp=0gcJCRMMAYcqI...

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upvoteby sreekanth8506 hours ago|
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They are Ex AMD employees. Nvidia tried back, but they rejected.
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upvoteby vezycash4 hours ago|
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The rejection might be overrulled by investors if the offer is enticing enough.
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upvoteby eitally9 hours ago|
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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.
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upvoteby zarzavat8 hours ago|
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Is CUDA still a moat? Are we not at the point where frontier models can reimplement software stacks, given you throw enough tokens at the problem.
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upvoteby fooker5 hours ago|
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If you are making a decision to spend 50B on hardware, would you use the proven tech stack or rely on engineers taking an unspecified amount of time vibecoding your software stack while the hardware sits idle?

How about in a month or so when you have to run a slightly different workload?

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upvoteby epolanski4 hours ago|
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Hyper scalers like Google or Microsoft, which are the big spenders, have all the incentives in the world to get more out of their gargantuan spending.

In fact both of them, actually Amazon too, invest in their own inference hardware and owns the stack.

You can't possibly think that these companies will keep shelling 50-100B per year in hardware alone where 60%+ is margin for Nvidia and not invest there.

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upvoteby alightsoul7 hours ago|
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if you are developing your own hardware, you provide your own stack to avoid lawsuits with nvidia. i don't think it's a technical problem at all, but a legal one. this is probably why zluda was scrapped by AMD and Intel. Nvidia technically bans the creation of CUDA reimplementations in their TOS if i remember correctly
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upvoteby zarzavat7 hours ago|
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Doesn't Google v Oracle provide protection here? Copying APIs is fair use.

If it's patents that are the problem then presumably all these large semiconductor companies have defensive parent portfolios.

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upvoteby sreekanth8506 hours ago|
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[flagged]
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upvoteby someothherguyy2 hours ago|
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i haven't seen it. see the recent browser attempts.
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upvoteby aurareturn5 hours ago|
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You still need experts to know what is good and what is not.
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upvoteby vatsachak8 hours ago|
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You just proved that AI cannot currently do that
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upvoteby incrudible7 hours ago|
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It can definitely create a software stack for you if you hold it right, but the software stack supported by a trillion dollar company with decades of expertise, that also uses AI to improve its stack is probably gonna be better.
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upvoteby tomrod3 minutes ago|
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On the reverse side, there are fundamental limits to the number of ways you can perform certain actions, and agents are both diligent as well as able to swarm. If you have your tests beforehand, there is a chance.
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upvoteby _zoltan_5 hours ago|
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Press doubt. Single GPU? Maybe. MultiGPU behemoths like NVL144 and NVL576? I don't think so.

NVLink is at gen9. they had a lot of teething problems and can codesign the hardware and software.

in the name of openness (AMD's only """weapon"""), the UALink spec is a hodgepodge of corporate opinions with very different implementations (looking at you, Broadcom). at spec version 1 (in hardware).

I wish them good luck as I really like AMD, but they compete no more on this than Lambo vs Bugatti.

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upvoteby epolanski4 hours ago|
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It's not really a far fetched prediction: high margins and huge market attract competition, that's just the law of economics.
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