(… lol. That snuck in without any conscious intent to imply anything, yes. I haven’t even personally interacted with the open Nvidia models yet.)
I do think the analysis is a decent map to nibbling at NVIDIA’s pie share if you happen to be a competitor already—AMD, Intel, or Apple currently, to my knowledge, possibly Google depending what they’re building internally and if they decide to market it more. Apple’s machine learning ecosystem is a bit of a parallel one, but I’d be at least mildly interested in it from a development perspective, and it is making progress.
But when it comes to the hardware, this is a sector where it’s reasonably challenging to conjure a competitor out of thin air still, so competitor behavior—with all its idiosyncrasies—is pretty relevant.
(… lol. That snuck in without any conscious intent to imply anything, yes. I haven’t even personally interacted with the open Nvidia models yet.)
I do think the analysis is a decent map to nibbling at NVIDIA’s pie share if you happen to be a competitor already—AMD, Intel, or Apple currently, to my knowledge, possibly Google depending what they’re building internally and if they decide to market it more. Apple’s machine learning ecosystem is a bit of a parallel one, but I’d be at least mildly interested in it from a development perspective, and it is making progress.
But when it comes to the hardware, this is a sector where it’s reasonably challenging to conjure a competitor out of thin air still, so competitor behavior—with all its idiosyncrasies—is pretty relevant.