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NVIDIA's CUDA Monopoly

CUDA (Compute Unified Device Architecture) is a closed-source low-level API that interfaces software with NVIDIA GPUs. CUDA is a major moat for NVIDIA. Itโ€™s part of why NVIDIA GPUs command such a premium over other hardware (and are perpetually in short supply). A few reasons why the monopoly exists: * Hardware/software synergy. NVIDIA has consistently shipped the fastest hardware) and software. Itโ€™s been difficult for other companies to build this flywheel (software companies donโ€™t have ...
Compute Unified Device Architecture Open Standards Tensor Processing Unit

Large AI Models: Their huge costs mean there's going to be no free AI

Large Language Models like ChatGPT and Bard burn a lot of cash in chip acquisition and various operational costs. These have implications like the latest AI offerings not being made publicly available because every free user costs money for the company at the backend, and not-for-profit business models becoming rendered unviable. How AI companies monetise LLMs will be keenly watched
John Hennessy Pathways Language Model Graphics Cards Alphabet Chairman John Hennessy Large Language Model Tensor Processing Unit

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