They will fail if they go after the highest margin customers. Nvidia has every advantage and every motivation to keep those customers. They would need a trillion dollars in capital to have a chance imho.
It would be like trying to go after Intel in the early 2000s by trying to target server cpus, or going after the desktop operating system market in the 90s against Microsoft. Its aiming for your competition where they are strongest and you are weakest.
Their only chance to disrupt is to try to get some of the customers that Nvidia doesn’t care about, like consumer level inference / academic or hobbyist models. Intel failed when they got beaten in a market they didn’t care about, i.e mobile / small power devices.
They will fail if they go after the highest margin customers. Nvidia has every advantage and every motivation to keep those customers. They would need a trillion dollars in capital to have a chance imho.
It would be like trying to go after Intel in the early 2000s by trying to target server cpus, or going after the desktop operating system market in the 90s against Microsoft. Its aiming for your competition where they are strongest and you are weakest.
Their only chance to disrupt is to try to get some of the customers that Nvidia doesn’t care about, like consumer level inference / academic or hobbyist models. Intel failed when they got beaten in a market they didn’t care about, i.e mobile / small power devices.