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Mike
@mtochs
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AI Entrepreneur & Microsoft Field CTO in semiconductor vertical. Tech libertarian, cautious optimist, K2-18b enthusiast.
Idaho
Joined February 2011
The GPU space will become increasing centralized (even though Nvidia already controls 98%) while the CPU space becomes increasing decentralized. In-house chip design will be more common. Esp with AI chip designers taking a more central role. Fabs (eg TSMC) and capital equipment producers (eg LRCX, AMAT) will continue to benefit.
my understanding is that both AMD and qualcomm make chips that have ~equivalent performance to nvidia but neither can write the software tooling that N provides, like CUDA i get that it's complicated, but which part of the stack could possibly be so hard to replicate? are nvidia's low-level engineers really that much better?
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