KLSE (MYR): YTLPOWR (6742)
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wkc5657
287 posts
Posted by wkc5657 > 2024-02-26 15:44 | Report Abuse
@probability
Although the current market condition directly equate AI developments with nvidia, the fact of the matter is that this could shift quite drastically if another method of processing data faster and more efficiently gets discovered. The moat for nvidia is that they have an existing GPGPU and CUDA foundation that sets the ecosystem standards for the past few years and at least another 3 years.
For those looking into AI space, do monitor the space of RISCV developments as this is the open source alternative where China will likely want to put a lot of emphasis in due to the current tech/chip war waged by the western front. Another point is that Jim Keller, a microarchitecture titan is deeply involved in using RISCV for AI and he starts to comment on the inefficiencies with nvidia's ecosystem. This was also the guy that helped AMD lay the foundation of the Ryzen/EPYC series processor a decade back when AMD was at the brink of dying. Look at how AMD is now.....