Its worth noting that even if nvidia is charging 2-4x more now, the ultimate question for competitiveness will be manufactoring cost for nvidia vs amd. If nvidia has much lower manufactoring costs than amd per unit performance (but presumably higher markup), then nvidia might win out even if their product is currently worse per dollar.
Note also that price discrimination might be a big part of nvidia’s approach. Scaling labs which are willing to go to great effort to drop compute cost by a factor of two are a subset of nvidia’s customers where nvidia would ideally prefer to offer lower prices. I expect that nvidia will find a way to make this happen.
Its worth noting that even if nvidia is charging 2-4x more now, the ultimate question for competitiveness will be manufactoring cost for nvidia vs amd. If nvidia has much lower manufactoring costs than amd per unit performance (but presumably higher markup), then nvidia might win out even if their product is currently worse per dollar.
Note also that price discrimination might be a big part of nvidia’s approach. Scaling labs which are willing to go to great effort to drop compute cost by a factor of two are a subset of nvidia’s customers where nvidia would ideally prefer to offer lower prices. I expect that nvidia will find a way to make this happen.