The hardware from NVidia, to me at least, isn’t the best. But they did start their CUDA software development very early. And that is (and will for quite a while to come) a masterstroke.
Although their GTX 1080 card is a very well designed GPU and certainly in my top 3 best GPU’s of all time, the newer models from NVidia weren’t as inspired. After seeing some recent YouTube videos of Jensen addressing large crowds, the inspiration doesn’t seem to be there anymore.
Besides, I have nothing but trouble with NVidia cards in my Linux computers, while all my computers with Intel and AMD GPUs (including iGPUs) all work splendidly.
Playing around with AI on my computers I find more entertaining than gaming, but a lot of AI code only starts to perform well with CUDA. Which I find to be very unfortunate, given the problems I experience with NVidia hardware.
Personally, I don’t think Jensen/NVidia got where they are currently by accident. But if they should remain there, even given their new pretty nice (consumer) hardware, which also lacks in luster on the other end, that is debatable.
Current AI hardware is far too dependent on HBM memory. Even the new Jalapeno hardware from OpenAI is designed to use that. Not that HBM memory is that bad performance-wise, but the production process is too involved and therefore prone to manufacturing errors. And as the capacity of HBM memory needs to grow as more AI is demanded, the risks of errors in manufacturing grow exponentially. Limiting the wafer production capacity from all those companies even further.
Taalas is a company that designed an AI chip that doesn’t seem to rely on HBM memory at all. Yet, it is fast. As in: at minimum 1 order of magnitude faster than the best NVidia can do right now. It proves, to me at least, that HBM in any AI chip design isn’t the way to go.
Apparently there is also already a successor for HBM, called: zHBM. Very inspired, I know. Seems to require a lot less wafers and/or chip “packaging”, and is therefore a lot less prone to hardware errors. Which should alleviate wafer production capacity, and hopefully also a drastic reduction in purchase + operating costs for AI servers, while the surplus capacity can then be used again for every other product that nowadays needs memory to function.