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AMD already released their MI300X which is objectively better than NVIDIA's offerings. Just a matter of time for adoption and integration.

2030 Nvidia will have mainstream competitors in the cloud space. Amazon especially hates writing checks to anyone that also isn’t Amazon.

Probably ~3-4 years as Apple, AMD, and Google/AWS ramp up their GPUs/custom accelerators.

And groq

I'm going to guess that groq gets bought soon.

oh, and don't forget Graphcore (also rumored to be bought soon): https://www.tomshardware.com/tech-industry/artificial-intell...

I wouldn't guess, I am definitely certain that both Groq and Graphcore will be bought out soon.

My cloud notebook provider just notified me that they'll stop supporting graphcore's IPUs. I was wondering if that is because nobody is using them, or for other reasons.