Big tech spending on AI

[jon-nyc]

[Doctor Phibes]

Where is nVidia in that table?

[Axtremus]

@Doctor-Phibes said in Big tech spending on AI:

Where is nVidia in that table?

Nvidia does not "spend" money on AI. It "make" money from AI.

[jon-nyc]

@Doctor-Phibes said in Big tech spending on AI:

Where is nVidia in that table?

On the receiving end.

[Jolly]

Dovetails...

https://nodebb.the-new-coffee-room.club/topic/32893/increasingly-skeptical

[taiwan_girl]

https://www.investopedia.com/huawei-reportedly-takes-aim-at-nvidia-share-of-china-market-with-new-ai-chip-8694474

Huawei is reportedly making a new artificial intelligence (AI) chip to challenge Nvidia's AI chips amid tightening export controls on U.S. semiconductor technology.

Nvidia's most capable AI chips are banned from export to China, but the chipmaker offers less capable versions that comply with trade restrictions.

Some experts said Huawei could eat into Nvidia's market share in the region, while others said existing trade restrictions and expectations around tightening controls could mean there would be little impact.

[xenon]

Nvidia’a advantage is in their software. All the toolchains that developers use to make AI stuff is based on nvidia.

Nvidia was funding GPU classes in the 2000s at universities.

This is a deep moat. It’s not about just creating chips (which is hard enough)