• mapumbaa
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    23 months ago

    I really don’t believe the technological lead is massive.

    • @golli@lemm.ee
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      13 months ago

      Looking at the market cap of Nvidia vs their competitors the market belives it is, considering they just lost more than AMD/Intel and the likes are worth combined and still are valued at $2.9 billion.

      And with technology i mean both the performance of their hardware and the software stack they’ve created, which is a big part of their dominance.

      • mapumbaa
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        23 months ago

        Yeah. I don’t believe market value is a great indicator in this case. In general, I would say that capital markets are rational at a macro level, but not micro. This is all speculation/gambling.

        My guess is that AMD and Intel are at most 1 year behind Nvidia when it comes to tech stack. “China”, maybe 2 years, probably less.

        However, if you can make chips with 80% performance at 10% price, its a win. People can continue to tell themselves that big tech always will buy the latest and greatest whatever the cost. It does not make it true. I mean, it hasn’t been true for a really long time. Google, Meta and Amazon already make their own chips. That’s probably true for DeepSeek as well.