[adastra22]

The Oxide approach, I think, would be to pick an open interconnect standard and work with one or more NVIDIA competitors to make hardware for it. E.g. AMD and a few of the specialized AI hardware companies. Essentially provide an open TPU standard.

[girfan]

Interesting. What would the incentives be for NVIDIA, for example, to opt into this? They are building their own racks now, like the NVL72 etc.

[adastra22]

None, they won’t. But it would out Oxide into the strong negotiating position, and not at the mercy of NVIDIA.

NVIDIA has one primary weakness here: GPUs are NOT optimal hardware for training or inference. No competitor has the market reach to challenge them though. An open standard supported by high growth, breakout startup would change that though.