Even if they get banned, any startup could replicate their work if it is truly open source. The best thing about their solution is that it breaks the CUDA monopoly that NVDA has enjoyed. Buy your puts when NVDA bounces because that stock is GOING DOWN. There’s no world where a company that makes GPU’s is worth more than both Apple and Microsoft. It’s inevitable.
It certainly does.
Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.
Today, that is simply not true. (watch the video at the end of this comment)
Even if they get banned, any startup could replicate their work if it is truly open source. The best thing about their solution is that it breaks the CUDA monopoly that NVDA has enjoyed. Buy your puts when NVDA bounces because that stock is GOING DOWN. There’s no world where a company that makes GPU’s is worth more than both Apple and Microsoft. It’s inevitable.
It’s written in nvidia instruction set PTX which is part of CUDA ecosystem.
Hardly going to affect nvidia
Never forget kids the market can stay irrational much longer than you can stay solvent.
True. Thats why I tend to make small plays instead of being an absolute degenerate gambler.
I wish that was true, but this doesn’t threaten any monopoly
It certainly does. Until last week, you absolutely NEEDED an NVidia GPU equipped with CUDA to run all AI models.
Today, that is simply not true. (watch the video at the end of this comment)
https://www.tomshardware.com/tech-industry/artificial-intelligence/deepseeks-ai-breakthrough-bypasses-industry-standard-cuda-uses-assembly-like-ptx-programming-instead
I watched this video and my initial reaction to this news was validated and then some: this video made me even more bearish on NVDA.
also not true
Thanks for the corrections.
mate, that means they are using PTX directly. If anything, they are more dependent to NVIDIA and the CUDA platform than anyone else.
to simplify: they are bypassing the CUDA API, not the NVIDIA instruction set architecture and not CUDA as a platform.
Ahh. Thanks for this insight.