I admit to the extent I thought about nvidia I just kind of assumed they would fade away as companies like intel and apple integrated graphics processing into their own SOCs in phones tablets laptops etc.
And I also figured the crypto boom was a temporary unsustainable surge in the market for discrete gpus.
Now LLMs have taken up the crypto slack in terms of gpu demand. (I think? Is this what’s going on?) The question I have is whether there is any reason nvidia won’t be commoditized out of this market. Maybe someone who is smart at hardware can explain.
And I also figured the crypto boom was a temporary unsustainable surge in the market for discrete gpus.
Now LLMs have taken up the crypto slack in terms of gpu demand. (I think? Is this what’s going on?) The question I have is whether there is any reason nvidia won’t be commoditized out of this market. Maybe someone who is smart at hardware can explain.