[CharlieDigital]

Are M1 GPUs available for data center deployment at scale? Are Google TPUs available outside of Google? Can Amazon or Microsoft or other third parties deploy them?

Anyone that wants off the shelf parts at scale is going to turn to Nvidia.

[Wytwwww]

So Nvidia's moat is mainly hardware and not software?

[YetAnotherNick]

That's the point I am making. And the reason Amazon or Microsoft can't deploy them is the hardware, not CUDA.

[CharlieDigital]

Yeah, and if you're using Nvidia, you're using CUDA.

[Jlagreen]

And because the world buys all the shelf stuff from Nvidia and uses CUDA, Nvidia get the largest debugging user base there is. This way Nvidia can continue to make CUDA even better and cycle repeats.