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

If you think that would destroy nvidia you're selling them quite short. Other companies in the market are following that exact business model: Don't produce your own boards, actually document the hardware / have FLOSS drivers.

Nvidia not producing their own boards wouldn't solve anything but complicate matters for Nvidia. Ask Asus or EVGA what their margins are on their Nvidia GPUs. Nvidia opening their stack to the competition was the only half realistic suggestion.

but you come here and throw national interest into the mix.

Why do you think the whole 4090 D debacle happened? The US government have obvious interests in limiting the compute power China has access too. Nobody cares about their gaming GPUs, it's the ML chips that are making the waves, and those are of obvious national interest to the US government.

How the fuck would nvidia losing market share to AMD damage US national interest it would strengthen its standing by having independent options.

Brush that chip off your shoulder, not sure what's making you so angry. And why are you bringing AMD into the picture, they aren't even the biggest threat to Nvidia's ML hegemony. I was also specifically referring to how dismantling Nvidia would be counter productive to US interests, not Nvidia's market share.

It might even enable Intel to secure their foot into the market, remember, the only one among RGB to actually produce their own chips. In the US.

Neither AMD nor Nvidia are into the foundry business so I don't see how that's relevant. Intel is decoupling their foundry so nothing is stopping either companies from porting their chips if need be.

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

Ask Asus or EVGA what their margins are on their Nvidia GPUs. Nvidia opening their stack to the competition was the only half realistic suggestion.

Nvidia could only fuck them over like that because they were able to produce their own boards: If they have to rely on board manufacturers to sell their chips, they have to be nice enough for board manufacturers to actually bother doing that.

The US government have obvious interests in limiting the compute power China has access too.

That's not the point of contention, this is:

I was also specifically referring to how dismantling Nvidia would be counter productive to US interests, not Nvidia’s market share.

...and market share going to other US companies would hurt that interest in what way exactly?

And why are you bringing AMD into the picture, they aren’t even the biggest threat to Nvidia’s ML hegemony.

AMD shmahemde. There's a gazillion US startups in the space which could make it, or not, and/or be bought up by AMD or Intel, both certainly have their eyes and products on the market. The US' national interest is hurt by nvidia's unfair business practices limiting bringing innovation to market.

[–] UndercoverUlrikHD 1 points 8 months ago (1 children)

Nvidia could only fuck them over like that because they were able to produce their own boards: If they have to rely on board manufacturers to sell their chips, they have to be nice enough for board manufacturers to actually bother doing that.

Margins wouldn't change. GPUs are brand sellers, OEMs would try to make their margins on other products. E.g. if Asus were to stop producing graphic cards for Nvidia, their mindshare would plummet

...and market share going to other US companies would hurt that interest in what way exactly?

You are the one bringing up market share into the discussion. I haven't said anything about Nvidia losing market share hurting US interests

AMD shmahemde. There's a gazillion US startups in the space which could make it, or not, and/or be bought up by AMD or Intel, both certainly have their eyes and products on the market. The US' national interest is hurt by nvidia's unfair business practices limiting bringing innovation to market.

You're acting as if they're the only actor in the market, but there is competition from multiple sides. You don't dismantle a company purely on them having a dominant position.

[–] [email protected] 2 points 8 months ago

You don’t dismantle a company purely on them having a dominant position.

Yes, yes you do because that's a market failure. In the free market there's no monopolies, thing is the real world lacks the perfect information and perfect rationality of actors for the market to actually be free, so we have to use regulations to approximate it.