cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
cross-posted from: https://sopuli.xyz/post/9700996
Nvidia’s AI customers are scared to be seen courting other AI chipmakers for fear of retaliatory shipment delays, says rival firm
No really. NVIDIA’s entire business is based on one main chip design. How would you brake up a company, that essentially only has one design it implements in various degrees for their products.
There is literally nothing to break up.
Ai accelerators and gaming gpu could definitely be split apart. AMD already uses different architectures for those applications and they have notably smaller engineering teams.
Raytracing could also ostensibly be spun into a separate division. That’s already split quite a bit in the architecture. Then Intel, AMD and whatever other competitors pop up could license the raytracing tech stack or even buy raytracing chiplets.
Some of the software solutions like DLSS could be spun off and allowed to license to competitors.
No they can’t, because they are the same base design at different scales.
These designs are all connected and necessary for ALL Nvidia hardware. You can’t simply take one out.