Green team suspected of delaying orders for customers caught ‘in flagrante’ with rivals.

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

  • barsoap@lemm.eeEnglish
    2·
    10 months ago

    Ask Asus or EVGA what their margins are on their Nvidia GPUs. Nvidia opening their stack to the competition was the only half realistic suggestion.

    Nvidia could only fuck them over like that because they were able to produce their own boards: If they have to rely on board manufacturers to sell their chips, they have to be nice enough for board manufacturers to actually bother doing that.

    The US government have obvious interests in limiting the compute power China has access too.

    That’s not the point of contention, this is:

    I was also specifically referring to how dismantling Nvidia would be counter productive to US interests, not Nvidia’s market share.

    …and market share going to other US companies would hurt that interest in what way exactly?

    And why are you bringing AMD into the picture, they aren’t even the biggest threat to Nvidia’s ML hegemony.

    AMD shmahemde. There’s a gazillion US startups in the space which could make it, or not, and/or be bought up by AMD or Intel, both certainly have their eyes and products on the market. The US’ national interest is hurt by nvidia’s unfair business practices limiting bringing innovation to market.

    • UndercoverUlrikHD@programming.devEnglish
      21·
      10 months ago

      Nvidia could only fuck them over like that because they were able to produce their own boards: If they have to rely on board manufacturers to sell their chips, they have to be nice enough for board manufacturers to actually bother doing that.

      Margins wouldn’t change. GPUs are brand sellers, OEMs would try to make their margins on other products. E.g. if Asus were to stop producing graphic cards for Nvidia, their mindshare would plummet

      …and market share going to other US companies would hurt that interest in what way exactly?

      You are the one bringing up market share into the discussion. I haven’t said anything about Nvidia losing market share hurting US interests

      AMD shmahemde. There’s a gazillion US startups in the space which could make it, or not, and/or be bought up by AMD or Intel, both certainly have their eyes and products on the market. The US’ national interest is hurt by nvidia’s unfair business practices limiting bringing innovation to market.

      You’re acting as if they’re the only actor in the market, but there is competition from multiple sides. You don’t dismantle a company purely on them having a dominant position.

      • barsoap@lemm.eeEnglish
        2·
        10 months ago

        You don’t dismantle a company purely on them having a dominant position.

        Yes, yes you do because that’s a market failure. In the free market there’s no monopolies, thing is the real world lacks the perfect information and perfect rationality of actors for the market to actually be free, so we have to use regulations to approximate it.