I’ve been seeing more and more about AMD in the graphics card space. Right now, Nvidia is the cutting edge when it comes to graphics cards and similar processing - do we think that AMD might have a chance at having a strong, competitive run with Nvidia? Or will Nvidia hold the crown for a while to come? Or, even better, are there going to be more competitors entering the space of AI chip design and graphics cards?
It is a behemoth market, and nobody can touch Nvidia. That’s because GPU’s were designed for gaming, not tensors the way AI uses them. Nvidia wasn’t necessarily in the AI space until 2012. That’s when it all happened.
Hence, because AI GPUs evolved from Nvidia gaming GPUs, Nvidia has a huge edge over other chip producers. Plus, Nvidia created the CUDA platform. Google has tensor processors, and there are many others who would love a peice of the pie, but it’s mostly Nvidia right now.
BTW; Microsoft has become the second publicly traded company ever above a 4-trillion dollar market cap. Who was first? Nvidia.
I also heard that Intel is actually more CUDA-compatible compared to some other manufacturers, just offhandedly.
And yes, I do find it fascinating that Nvidia was the first to $4T, but I will add that their volatility may have added to that a bit. Either way, I think Nvidia has a very strong future ahead of them.
I think you are right. Nvidia’s future looks strong. What do you think of Microsoft?
I imagine Microsoft’s market cap is directly related to Copilot. It couldn’t be related to OpenAI, because Softbank has invested twice what Microsoft has, and they are both publicly traded. I have debated the Microsoft pro suite for a long time, but feel like pianos begin the fall from the sky if I so much as consider it. Hence, I have copilot student in VS Code, and that is all. I expect it to expire any day now.
Any body able to remove my blinders?
I also have to agree, Nvida is the most valued company because it is the rights holder to most of the GPU’s being used in two industries: Cryptomining and AI. Nvidia gives the technology possible for AI development. From this all tech companies in the US except Apple(which develops its own chips) rely on Nvidia to run their AI models(Microsoft(via openAI and themselves), Amazon, Alphabet(google), Meta and Tesla(via x.AI)).
It’s also not surprising that Microsoft is now the second company to reach $4T. It’s a monopoly when it comes to home operating systems(holding around 70% of the market, compared to apples 15% and All linux distributions(4%)), their major acquisitions throughout their companies lifespan and their major investment into OpenAI.
I think Microsoft is a very strong company; I will admit that they had a cloud-enabled AI service as of two quarters ago that didn’t impress investors, but otherwise they just have a huge economic moat with their business software. They’re also getting in the AI game and they have enough backing to really make some stuff happen.
I totally forgot about crypto - do you think that’ll start to get replaced by a different set of dedicated chips or hardware that’s not Nvidia-reliant?
This might seem far fetched, but the researchers behind it don’t seem to think so: chips made from human brains.
The first time I read about this, it seemed interesting, but there was no mention of AI, so I wasn’t sure It was relevant. This time, it is presented as “a bridge between AI and organoids.”
I’ve seen that research and it does seem impressive, if a bit creepy. There are some efficiencies for using brain cells due to their analog nature and their much lower energy requirements(needing biological nutrients instead of massive amounts of electricity). Expansions of this could work as a new form of AI processor as human brains can produce complex thought patterns, and so would these cells given the right stimulation.
However this opens up a rather disturbing question: Are these cells sentient? This is because unlike current LLM’s which are math processors which are unlikely to be sentient, these human cells do have a form of sentience in the form of our brains.
Are these cells sentient? This is because unlike current LLM’s which are math processors which are unlikely to be sentient, these human cells do have a form of sentience in the form of our brains.
Yes, they are sentient. Maybe not in the same as our brains, but know when the environment around them changes. Such as if they are submerged in water. Current, silicon, ones are ambivalent to their surroundings.
The water analogy is the extent of what I know about it, but it is a fascinating thing. However, most tech gets equipped with sensors, and that arrangement works just fine. Do you think there would be practical applications for organoids’ sensory abilities?
Very interesting stuff! And a little sci-fi. But I actually was talking to a friend the other day about something similar, but more broadly, the application of organic intelligence to accomplish things. It definitely gets weird with the ethics of things, but generally a very interesting topic about something that carries a ton of potential.
That is likely why this field is being researched and can be applied once we determine what the consensus seems to be ethical. Organic minds work in ways we understand better and can adapt as our brains can, so using them in computers would be a massive improvement.