Competition and alternatives knocking on nvidia’s door. It will be a long journey and the industry itself is working on an alternative.
“The rest of this report will point out the specific hardware accelerator that has a huge win at Microsoft, as well as multiple companies’ hardware that is quickly being integrated into the PyTorch 2.0/OpenAI Trion software stack. Furthermore, it will share the opposing view as a defense of Nvidia’s moat/strength in the AI training market.”
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