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The number of companies that wish they were a SW company rather than a HW company is very long, and despite all their efforts once they get to a certain size th
by floatinglotus 2y ago
The number of companies that wish they were a SW company rather than a HW company is very long, and despite all their efforts once they get to a certain size the die is cast.
- ethbr1 2y agoThis. Going to GTC and seeing Jensen present demos at the keynote they were coding the night before was... interesting. Either you're the type of company that does that, or you aren't.
- deleted 2y ago[deleted]
- latchkey 2y agoIf you look at all the open "AI" job rec's at AMD right now, they want to be a SW company too.
- Jlagreen 2y agoYes, but will they pay as well? Getting good AI talent now is very costly. HW engineers are cheaper. Nvidia has more SW than HW engineers for a reason and the transformation for that started slowly almost 2 decades ago and accelerated 2012 with AlexNet, the first public showcase of a NN running on GPUs. Jensen saw what that meant and transformed the company from that moment focusing on DeepLearning. Nvidia isn't waiting for a market to develop but prefers to create markets by tackling hard and complex problems. It seems that Nvidia got lucky with AI but it was a long lasting preparation for Jensen.
- latchkey 2y agoI agree, it is an uphill battle for AMD. Tell me though, what Fortune 500 do you know that is willing to put all their eggs in one basket? It is MBA 101 to not do that. There needs to be alternatives in the space. Why not let them try?