[kkielhofner]

> Nvidia have invested a lot in CUDA,

This is a significant understatement. For quite some time Jensen has been saying repeatedly that 30% of their R&D spend is on software. With the money-printing machine that is Nvidia if that holds they're going to continue to rocket ahead of competitors in terms of delivering actual solutions.

The "What are you talking about? AMD/Intel runs torch just fine!" crowd clearly haven't seen things like RIVA, Deepstream, Nemo, Triton Inference Server/NIM, etc. Meanwhile AMD (ROCm) still struggles with flash attention...

What these hardware-first (only?) companies like AMD don't seem to understand is that people buy solutions, not GPUs. It just so happens that GPUs are the best way to run these kinds of workloads but if you don't have a wholistic and exhaustive overall ecosystem you end up in single digit market share vs Nvidia at ~90%.

[mistrial9]

chicken and egg arguments.. good points and not untrue, but look elsewhere in this topic and see extensive anti-trust behavior, questionable license practices, deceptive public statements and deceptive handling of binary blobs. Very much like Intel - excellent tech in certain places, very mob-like business behavior in other places.

"What are you talking about? AMD/Intel runs torch just fine!" refers indirectly to the value of having competition in markets, not jump on the (well-funded,slick) monopoly bandwagon.