Nvidia benefited from the AI boom by being right place, right time. And just yesterday, Mythos ported itself to AMD cards, showing there's no moat.
Self driving cars are poised to be huge, Nvidia simply didn’t have good execution or plan there because they focused on the hardware rather than data collection. Not sure how the ARM acquisition attempt was an unforced error. Data centers are buying Nvidia GPUs and AMD CPUs. Could have been Nvidia both. It was just in an unfavorable political climate.
I can't speak to why AMD is so massively incompetent or why they weren't a factor in driving a competitor.
A factor that might not be obvious is that in 2012 CUDA was mostly a commercial failure. Aside from some penetration into oil and gas HPC and things like physics acceleration in games, there wasn't much traction.
Beg your pardon? what does this mean?
https://developer.nvidia.com/gpugems/gpugems3/part-vi-gpu-co...
But as a counterpoint: AMD is very similar but hasn't benefitted nearly as much. They've been plastering "AI" all over their webpage for years, with little to show for it. So maybe there was something that Nvidia was doing right.
They've benefitted from being in the right place, but being there was not (or, not only) luck.
Compare to AMD which did not do that and has not had the same level of benefit from the AI wave despite everyone obviously wanting a competitor to create price pressure.
There would be no AI boom without Nvidia, their cards were instrumental to making it possible, that's why they're so dominant.
Anyone who thinks otherwise is welcome to try and get AMD cards working.
Instead of asking for elaboration ask yourself why you believe that the success of companies hinges on the qualifications of their CEOs? To the best of my knowledge no one has ever shown any correlation between CEO "quality" and company performance for a publicly traded company.
Sculley, Spindler, and Amelio were unmitigated disasters.
Before that, he was known for spending most of his time, polishing his private plane.
He's been behaving like a sugar hyped child over the last 15-20 years imho.