this post was submitted on 23 Nov 2023
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People also have the misconception that cuda is the only software advantage.
Their AI foundries and AI Enterprise. are their biggest AI software and support.
Jensen at Microsoft Ignite told Satya that they want be the TSMC of AI.
Just like cpu/gpu makers use tsmc foundries to make chips,
Companies will use Nvidia foundries like Nemo, bionemo, picaso, etc to make AI models.
In addition there is their Omniverse and DGX Cloud.
DGX cloud even allows them to straight up bypass any restrictions and let chinese customers use Hopper chips remotely.
That's just a pipedream. They are peacocking and it's obviously failing since Microsoft shat directly in their face with Maia.
Nvidia's ecosystem advantages will only diminish over the years since Microsoft, Google and Amazon etc will develop their own.
This is Glide vs Direct3D all over again. You know which one won.
Their current balance sheets seem to indicate otherwise...
You do know they have already started it right?
Adobe for example uses Nvidia Foundry for their AI Foundry.
They have been building these foundries for years now. Before even ai got popular and Microsoft jumped on Open AI