[dave_sullivan]

> I'm personally not a fan of NVIDIA's drivers or the reliability of their hardware.

As compared to AMD or Intel? I wish there was real competition to Nvidia but there isn't. I'm not a fan of their defacto monopoly but they do have the best product on the market and their competition has been asleep for 10 years. AMD and Intel barely knew what deep learning was 10 years ago (and certainly did not appreciate the opportunity) and Nvidia was already investing heavily.

[TillE]

Ten years ago, Intel was the leader in chip fabrication technology. Things can change fast.

Intel has already been making good low-end GPUs (with lousy but rapidly-improving drivers). If they're smart, they'll keep at it.

[hatenberg]

Intel wasted the last decade because they elected a shareholder optimizing CEO who chose to prioritize shareholder payouts and attempts at controllig the ecosystem rather than pushing it forward over investments.

Now they're completely outclassed by TSMC and have to partner with UMC to compete.

[HDThoreaun]

As compared to a hypothetical product that is better than whats available today. With literally a trillion dollars on the line I find it very difficult to believe no one will come and scoop this opportunity up. The real value in GPUs is the datacenter segment which largely didnt exist, certainly not in that state it is today before the LLM take off. Takes time to develop products but theyll arrive eventually.

[rezonant]

Well there's not really a trillion dollars on the line. This is a valuation, not revenue.

All this says is that AI and LLMs are extremely over hyped, and the market believes Nvidia's tech is the only viable supplier of the platform LLMs run on.

These are things we already knew, so it's not surprising the market is quadrupling what it thinks Nvidia is worth.

[HenriTEL]

Yep, I remember 8 years ago Intel trying to sell us their CPU solutions for AI. It was hard to make things work and in the end performance were not there. We were comparing against consumer gpu like the GTX 1080.

[pas]

> Nvidia was already investing heavily

that sounds very interesting, can you link/share/describe some details on it? how much did they invest? how? into CUDA? what else?

[throw0101b]

> how much did they invest? how? into CUDA? what else?

CUDA 1.0 was released in 2007:

* https://insidehpc.com/2007/07/nvidia-releases-cuda-10/

* https://developer.nvidia.com/cuda-toolkit-archive

From SIGGRAPH 2007, "GPU computing with NVIDIA CUDA":

* https://dl.acm.org/doi/10.1145/1281500.1281647

"NVIDIA: The Era of the Personal Supercomputing":

* https://www.nvidia.com/content/events/siggraph_2007/supercom...

Before AI/ML was hot, and before even the Bitcoin paper was released. NVidia was investigating/experimenting/investing in the concept before there was any kind of 'killer app' for it.

[dave_sullivan]

My statements based on high level meetings I had at the time with all 3 companies when I had started an early neural network PaaS company and was looking for them to invest. Nvidia knew what they were talking about and were already moving that direction, Intel heard about deep learning somewhere but didn't believe there was anything there, and AMD didn't know anything about anything.