This seemed inevitable after GPUs were restricted. The less we trade & the more we reduce interdependence, the further we trend towards war.

This seemed inevitable after GPUs were restricted. The less we trade & the more we reduce interdependence, the further we trend towards war.
https://www.ft.com/content/2c0db765-03ac-4820-8a02-806469848bee

Software Engineer @ Cadence Design Systems. B4: Stanford EE / Illinois ECE

Bullish may we get ultra cheap Huawei consumer gpus soon.

the drivers & SDK to actually use them are half the battle, same reason why FPGAs are still niche

essentially yes, they have both moats: software (CUDA) & hardware (design). Doesn't mean it's rock solid. Intel at one point had a similar thing: software (x86 ISA) & hardware (manufacturing). They lost both moats to ARM & TSMC.

do you think this is why nvidea has such a grip on the industry?