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No, Nvidia decided to change their GPU architectures to be more suitable for neural networks, so they did have to bet that this shift would have to pay off. They spoke to many leading AI experts and came to this conclusion. They should be commended for the risk they took. If Nvidia solely ended up being "lucky", then how come AMD didn't take off?

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> how come AMD didn't take off?

Because they were broke and didn't have the resources to invest properly even if they wanted to.

That's not quite true -- they bet the farm on Zen, and that bet paid off. Which means that now they have the resources to also invest in AI. I'm fairly sure if they had bet the farm on AI instead of Zen or if they had tried splitting that bet they'd be bankrupt now.

One company being lucky doesn't mean another company will be similarly lucky.

Sure, but Nvidia wasn't just lucky. They invested heavily in R&D.

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