As pointed out in the article, Nvidia has several advantages including:
- Better Linux drivers than AMD
- CUDA
- pytorch is optimized for Nvidia
- High-speed interconnect
Each of the advantages is under attack:
- George Hotz is making better drivers for AMD
- MLX, Triton, JAX: Higher level abstractions that compile down to CUDA
- Cerbras and Groq solve the interconnect problem
The article concludes that NVIDIA faces an unprecedented convergence of competitive threats. The flaw in the analysis is that these threats are not unified. Any serious competitor must address ALL of Nvidia's advantages. Instead Nvidia is being attacked by multiple disconnected competitors, and each of those competitors is only attacking one Nvidia advantage at a time. Even if each of those attacks are individually successful, Nvidia will remain the only company that has ALL of the advantages.
As pointed out in the article, Nvidia has several advantages including:
Each of the advantages is under attack: The article concludes that NVIDIA faces an unprecedented convergence of competitive threats. The flaw in the analysis is that these threats are not unified. Any serious competitor must address ALL of Nvidia's advantages. Instead Nvidia is being attacked by multiple disconnected competitors, and each of those competitors is only attacking one Nvidia advantage at a time. Even if each of those attacks are individually successful, Nvidia will remain the only company that has ALL of the advantages.