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Nvidia's AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm (www.tomshardware.com)

submitted 8 months ago by [email protected] to c/[email protected]

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cross-posted from: https://sopuli.xyz/post/9700996

Nvidia's AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm

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[+] [email protected] -14 points 8 months ago (1 children)

There is no monopoly. If Nvidia doesn't play it right in the coming years they won't hold on to their current position. Nvidia aren't getting into custom chips just for fun. If the major cloud providers end up using their own custom silicon, that's a major blow for Nvidia.

[–] [email protected] 21 points 8 months ago (1 children)

The point that the article makes is that NVIDIA is pressing current customers by threatening shipping delays, which is an abuse of their power

[–] [email protected] -4 points 8 months ago (1 children)

And I hope they get punished for it, but that is not the same as Nvidia having monopoly.

[–] [email protected] 6 points 8 months ago (1 children)

They have as much a Monopoly as Google has on search. Sure, there are competitors, and there is a chance that new tech might disrupt them, but they are able to abuse their market position (for example, forcing websites to use Google analytics or be penalised in search results)

[–] [email protected] 2 points 8 months ago (1 children)

I disagree. Most of the big actors in the cloud/AI space got their own silicon that they are working on which is a big enough concern for Nvidia that they are looking into providing custom solutions. If the CUDA moat breaks, Nvidia will be in a much weaker position.

The search engine landscape is completely different, although I don't think you meant that those markets are really directly comparable to be fair.

[–] [email protected] 1 points 8 months ago

I argue that Google is suffering kind of the same issues when it comes to LLM’s. They freaked out when chat GPT dropped, and I’m pretty sure that Bard got rushed just to compete with Bing Chat