this post was submitted on 09 Nov 2023
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AMD Comes Roaring Back, Gains Market Share in Laptops, PCs and Server CPUs (www.tomshardware.com)
submitted 10 months ago by [email protected] to c/[email protected]
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[–] [email protected] 1 points 10 months ago

CUDA’s moat is being undone by things like OpenAI Triton. Soon most ML code will be coded in interfaces that allow for any supported hardware vendor to run the code. AMD doesn’t have to replicate all of Nvidia’s work, especially when the industry has multiple giants all working on undoing Nvidia’s software moat.

Nvidia’s dominance won’t last forever, they have the advantage but one day all this AI hardware/software will be commoditized.