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

  • Buffalox@lemmy.world
    link
    fedilink
    English
    arrow-up
    0
    ·
    9 months ago

    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.

    • Fermion@mander.xyz
      link
      fedilink
      English
      arrow-up
      0
      ·
      edit-2
      9 months ago

      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.

      • Buffalox@lemmy.world
        link
        fedilink
        English
        arrow-up
        0
        ·
        edit-2
        9 months ago

        Ai accelerators and gaming gpu could definitely be split apart.

        Raytracing could also ostensibly be spun into a separate division.

        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.