Why Is Nvidia Valuable?
In the 1980s I programmed two kinds of array processors for signal processing. It was mostly matrix vector multiplication. It was tedious.
I imagine that video cards are kind of like that. NVIDIA has their products fabbed at TSMC. What value does NVIDIA add? What is their moat?
Until recently, the only major alternative was google’s TPU, which you could only maybe rent in the cloud.
They spent more than a decade getting panned hard for building out hardware that supported CUDA, and that pretty much single handedly made AI work. The early days were people realizing that memory bandwidth of gpus set off a massive resurgence in neural networks in ML, which led to Google building their own TPU hardware in house to avoid making nvidia a king over them.
google is my fav of the big tech co
so what if some of their products suck or ad tech is their business, when they’re also doing some cool stuff to compete
What Brian Arthur calls "vendor lock-in"