Gaudi2 was competitive with the A100 on paper but was borderline vaporware.
Agree for now, but long do we think this will last though.
There really hasn’t been that great of a financial incentive to compete on DL. Nvidia themselves only recently made this a major priority.
However, now that heaps of money are being thrown at massive training runs I expect we’ll see more competition popping up. Particularly if Intel pulls off IFS and catches up on the next node increasing availability.
Agree for now, but long do we think this will last though.
There really hasn’t been that great of a financial incentive to compete on DL. Nvidia themselves only recently made this a major priority.
However, now that heaps of money are being thrown at massive training runs I expect we’ll see more competition popping up. Particularly if Intel pulls off IFS and catches up on the next node increasing availability.