What about AMD? I saw that on that latest supercomputer TOP500 list that systems that uses bout AMD CPU and GPU now holds the places 1,2,5,8 and 10, among the top 10 systems. Yes, workloads on these computers are a bit different from a pure GPU training cluster, but still.
And one wonder how much the bottleneck is TSMC (the western “AI-block” have really put a lot of their eggs in one basket...) and how much is customer preference towards Nvidia chips. The chips wars 2025 will be very interesting to follow. Thanks for a good chip summary!
Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia—however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.
What about AMD? I saw that on that latest supercomputer TOP500 list that systems that uses bout AMD CPU and GPU now holds the places 1,2,5,8 and 10, among the top 10 systems. Yes, workloads on these computers are a bit different from a pure GPU training cluster, but still.
https://top500.org/lists/top500/2024/11/
AMD Data Center revenues are currently about 12% as big as those of NVDA as of the most recent quarter, so it is unlikely they are selling enough GPUs to meaningfully affect the overall picture yet. https://ir.amd.com/news-events/press-releases/detail/1224/amd-reports-third-quarter-2024-financial-results
And one wonder how much the bottleneck is TSMC (the western “AI-block” have really put a lot of their eggs in one basket...) and how much is customer preference towards Nvidia chips. The chips wars 2025 will be very interesting to follow. Thanks for a good chip summary!
Yes, TSMC is a lot of the bottleneck and having a good relationship with TSMC (and being one of their biggest 2 customers along with Apple) is possibly a competitive advantage for Nvidia—however it is also plausible that TSMC might prefer not to have Nvidia be such a big % of their revenues as it could help them capture more of the total margins on the chips via greater pricing power.