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by otistravel
427 days ago
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The author completely underestimates NVIDIA's strategic position. They don't need to win the hardware game forever - they're building the entire AI stack: hardware, networking, software, models, developer tools. Nobody else is doing this comprehensively. While hyperscalers are making custom chips for their own use cases, NVIDIA is building a unified platform that everyone else will use. This isn't about who makes the best GPU, it's about who builds the ecosystem that becomes the industry standard. |
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Others talk about chips when Nvidia thought about interconnects 8 years ago. Today, competitors try to catch up on this while Nvidia talks about One Giant GPU.
The next step will be scale up and then scale out.
Nvidia is always ahead because what the article fails to see is that where CSPs are today is where Nvidia was in the last decade. Nvidia has a working ecosystem for everyone which they can now fine tune with actual customers.