It won't be a duopoly because nVidia doesn't make x86 hardware. Even if they did, there would be three contenders (AMD, Intel, nVidia).
nVidia is becoming an AI/HPC behemoth. GPUs for Compute, ARM for feeding the GPUs, Infiniband for interconnect. All in a tightly integrated, closed package. This is a clear monopoly.
They're light years ahead in terms of GPU development and Debugging tools when compared to AMD. CUDA cornered AI/GPU computing it seems. Intel's interconnect foray has fizzled, like their Xeon Phi / Larabee efforts. So, nVidia has the interconnect (Infiniband) and compute part for now.
CPUs can be challenged and disrupted. It's a mature technology. AMD can catch nVidia in enterprise in medium term (hopefully), but Infiniband has no competitors for what it does. And no, 100G Ethernet is no match for 100G Infiniband (we use it a lot since DDR. It's an insane tech).
We're living in interesting times.
nVidia is becoming an AI/HPC behemoth. GPUs for Compute, ARM for feeding the GPUs, Infiniband for interconnect. All in a tightly integrated, closed package. This is a clear monopoly.
They're light years ahead in terms of GPU development and Debugging tools when compared to AMD. CUDA cornered AI/GPU computing it seems. Intel's interconnect foray has fizzled, like their Xeon Phi / Larabee efforts. So, nVidia has the interconnect (Infiniband) and compute part for now.
CPUs can be challenged and disrupted. It's a mature technology. AMD can catch nVidia in enterprise in medium term (hopefully), but Infiniband has no competitors for what it does. And no, 100G Ethernet is no match for 100G Infiniband (we use it a lot since DDR. It's an insane tech).
We're living in interesting times.