Nvidia's CUDA Monopoly
Nvidias CUDA monopoly will end itself.<p>Nvidia is pushing upmarket, focusing on data center products it can charge huge amounts for.<p>As Nvidia pushes upmarket, the traditional computing market forces will come into play. These forces have played out for 50 years.<p>Users will seek cheap and available GPUs and they’ll find a way to get the job done with them.<p>At the moment, people say they can’t use retail GPUs because of RAM constraints.<p>This will change however. Through necessity, software will be developed that gets the job done on consumer grade GPUs. It might be open source. It might be AMD or Intel software.<p>This has always been the way with computers…. innovation at the low end will foil the plans of IBM to control the entire market. Oops did I say IBM? I meant Nvidia.<p>Nvidia has the chance to own everything long term, but monopolists can’t help but become greedy and become their own worst enemy. Nvidia is milking its customers for huge, huge profits. The customers will find another way, this Nvidia will have indirectly created its true competition.<p>If Intel and AMD want to defeat Nvidia they need to not play Nvidias game of going for the high end and turning its nose up at the low end.  AMD and Intel need to produce the lowest cost, most powerful GPUs they can. They also need to attack Nvidia where it hurts. Nvidia has artificial constraints on its GPUs. Through drivers it prevents certain uses so that customers are forced to use high end data center GPUs. Where ever Nvidia has artificial constraints, AMD and Intel need to NOT have those constraints.<p>Where Nvidia is closed source, Intel and AMD need to be open source.<p>Nvidias dominance won’t end, but it’s monopoly will, and viable competition will form simply because Nvidia is so anti consumer, and in the computing game consumers are very resourceful.<p>What’s needed is a bunch of smart programmers who know how to squeeze usable AI out of a 24 gigabyte AMD 7900 XTX.