Ugh, that's such a bad take. why wouldn't you cheer for NVIDIA? They had the discipline, the courage and the long term vision that nobody else did for the last 20 years.
Closed source?? Who cares? It's their own products.
Vendor lock in? It's their own chips man. You wouldn't expect Nvidia to develop software for AMD chips would you? That would be insane. I would not do that.
Their tech is superior to everybody else's and Jensen keeps pulling rabbits out of a hat. I hope they keep going strong for the next decade.
>their hardware has been overvalued for quite some time.
It is often such a strange thing to see this on HN. From Software developers.
Their Hardware's value is derived from their Software. And Software for GPU is insanely hard. Both the driver and CUDA.
As Jensen once said, their Goal is to make the TCO ( Total Cost of Ownership ) so good, that even if their competitor were selling at cost of giving their GPU away from free they still would not be able to compete with them.
There will also come a point, may be in the next 2-3 years where the volume and margin of those GPU are so good they will be the second in line to take all the Fab capacity for larger die size on leading node. i.e They will always be one node ahead of their competitors. And when that happens both hardware and software will be ahead of everyone else.
As a developer, I have managed to stay outside their (nVidia and Apple both) moats. And what I've seen, as a consumer, has left me wanting. Granted m* battery life is impressive, but I'm not that much of a laptop person.
But I'd love for someone to enlighten me how a 16GB RAM upgrade with $200 dollar tag is any way normal.
> Their Hardware's value is derived from their Software
Their value is derived from their lock-in. If you bought into it, then yeah, it's going to be difficult to switch. OTOH, if you didn't, then there is almost no value.
> As Jensen once said
As Todd Howard once said - Sixteen times the detail![0]
Anecdotes aside, how is that working for nVidia? Oh, they just blackmailed GPU reviewers[1] and their GPU drivers randomly flicker, and cause kernel reboots[2]? Yeah. I definitely feel the TCO getting good, maybe even burnt. Much like their 12VHPWR connections.
But maybe they will fare much better on B2B, I couldn't tell you or care much about it. I honestly wish them a very SGI-experience. And seeing how they weathered the last craze (see cryptocurrency), I wouldn't bet my livelihood on it.
I mean, we could probably not cheer about big techs that routinely do shady things - or straight illegal things - for their own profit knowing they won't face consequences - or very light ones
Closed source?? Who cares? It's their own products. Vendor lock in? It's their own chips man. You wouldn't expect Nvidia to develop software for AMD chips would you? That would be insane. I would not do that.
Their tech is superior to everybody else's and Jensen keeps pulling rabbits out of a hat. I hope they keep going strong for the next decade.