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© 2024 AFPNvidia says it plays fair in AI chip market
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© 2024 AFP
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DanteKH
No, it most definitely doesn't!
It holds a crase monopoly due to proprietary patented technologies, including CUDA, Tensor, etc
Sh1mon M4sada
Cuda is the only library available to AI developers [period], no point buying AMD or Google Tensor, they don't have the tools like CUDA.
So essentially, nVidia does have a monopoly on AI training hardware. The question is, is it exploiting this market power...62% net margin is not bad ....
Torelol
No corporation in the World plays fair. One of its primary objectives is to destroy the competition!
Sven Asai
Nothing to fear here, for the rivaling chipmakers. It is only a lucky and temporary monopole position. They will of course rise or sink together with AI's success, namely some useful applications, put in and ripe for practical use, which make at least a little sense, bring any benefits to the customers and profits in return of the already gigantic pre-investments. But such cannot and recommended shouldn't be expected, that's just from the beginning and also intrinsically not possible. So that means the only one possible outcome is, that twinkling chip star will just sink together with the bursting bubble and broken hype.