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by LogicFailsMe 213 days ago
Will it catch up or will it forever chase nvidia's tail? I'm betting on the latter unless another AI winter happens. And contrary to anti-generative AI social media talking points, the literature suggests The Red Queen's race is continuing apace IMO.

Nvidia remains undefeated at responding to hardware threats with hardware diving catches to this day. What scenario prevents them from yet another one of their diving catches? I'm genuinely curious as to how one could pull that off. It's like challenging Google in search: even if you deliver better product and some have, the next thing you know Google is doing the same thing or better with deeper pockets.

1 comments

Nvidia remains undefeated at responding to hardware threats with hardware diving catches to this day. What scenario prevents them from yet another one of their diving catches?

The fact that they make roughly the same hardware as AMD for the last 2 decades, and even today. There was no diving catch, AMD just ignored what the hardware was capable of and didn't reinforce OpenCL. There was literally no diving catch. For example, just in this thread alone, AMD paid someone to make this shit work on their hardware. Don't bet against what's coming.

Except no, AMD 100% played follow the leader with technology like CUDA, NVLink, and tensor cores.

Even paying paying someone in academia to get s** to work on their hardware is yet another example of follow the leader.

What exactly do you think is coming? I think the biggest threat is one or more Chinese companies catching up on both hardware and ecosystem in the next half decade or so myself, mostly because of the state level support for making that so. But I absolutely don't expect an x86_64 moment for GPUs here given past results and the current bias against software in AMD's HW culture. Convince me otherwise.