More interesting take on Nvidia's position than I've come across before. One thing to be noted is 1) Nvidia is already making moves in robotics so even if their position in AI (moreso llms) diminished, they certainly have another big avenue arguably harder to just get into (although I'm not sure what efforts Google is doing for the tpu in robotics). Another point is Nvidia is still the main player in the west, that is, China certainly can and will create their own full stack without reliance on US companies. That puts Europe and other countries in an interesting, do you buy Nvidia because it's the only option or for security. That's to say I believe Nvidia's position relied on many different things being true at the same time, and we're moving towards an environment where those things are certainly being contested at (roughly) the same time.
Even in the west, Nvidia's dominance is bound to weaken. There is a notable uptick of articles on HN about people running large models on AMD hardware. And while I don't know official sales figures, I know we have trouble getting our AMD system delivered
AMD's software story is still a lot worse than Nvidia's. But patching up vllm to run one or two models you care about on AMD hardware is a much easier proposition than using them in most other fields of AI.
Ever free newsletter and talking head spouts narratives like this free. If you want something that quantifies and gives actionable information, you must do it yourself or pay for it. What are your below $2000/month sources for good analysis?
you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.
The website from this article. It's not free. Ben Thompson releases 1 free article a week but the other 3 articles published each week requires a $15/month subscription. Ben Thompson is also very influential in Silicon Valley and the overall tech/media industry.
I know him, I subscribed for a while. Even his paid content is lacking. I'm looking more Valens Research kind of analysis. SemiAnalysis is also good in the higher tier.
ps. Being influential in Silicon Valley just means you are influential, it does not mean substantial. Leopold is still influential and gets money thrown at him at $100s of million despite having no substance.
More interesting take on Nvidia's position than I've come across before. One thing to be noted is 1) Nvidia is already making moves in robotics so even if their position in AI (moreso llms) diminished, they certainly have another big avenue arguably harder to just get into (although I'm not sure what efforts Google is doing for the tpu in robotics). Another point is Nvidia is still the main player in the west, that is, China certainly can and will create their own full stack without reliance on US companies. That puts Europe and other countries in an interesting, do you buy Nvidia because it's the only option or for security. That's to say I believe Nvidia's position relied on many different things being true at the same time, and we're moving towards an environment where those things are certainly being contested at (roughly) the same time.
Even in the west, Nvidia's dominance is bound to weaken. There is a notable uptick of articles on HN about people running large models on AMD hardware. And while I don't know official sales figures, I know we have trouble getting our AMD system delivered
AMD's software story is still a lot worse than Nvidia's. But patching up vllm to run one or two models you care about on AMD hardware is a much easier proposition than using them in most other fields of AI.
amd is not putting nearly enough effort to improve their software its almost suspicious
nVidia will fail right after reaching an 8 trillion valuation and supplying 80% of the world's hardware!
Trust me guys, it's over!
Google has their robotics models, for example:
https://deepmind.google/models/gemini-robotics/
Google is mostly the party behind the whole VLA principle.
I see we have reached the stock market phase of Universal Paperclips.
Ever free newsletter and talking head spouts narratives like this free. If you want something that quantifies and gives actionable information, you must do it yourself or pay for it. What are your below $2000/month sources for good analysis?
you might be looking for SemiAnalysis? I only read the free portions of articles but they have various paid options, mostly targeting investors with information and tools.
https://semianalysis.com/
To me they come across as overzealous peddlers and hacks on some market pumping mission.
The website from this article. It's not free. Ben Thompson releases 1 free article a week but the other 3 articles published each week requires a $15/month subscription. Ben Thompson is also very influential in Silicon Valley and the overall tech/media industry.
I know him, I subscribed for a while. Even his paid content is lacking. I'm looking more Valens Research kind of analysis. SemiAnalysis is also good in the higher tier.
ps. Being influential in Silicon Valley just means you are influential, it does not mean substantial. Leopold is still influential and gets money thrown at him at $100s of million despite having no substance.