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> Should Nvidia be afraid of Apple?

Depends on what you think about how technologies become successful.

Some people would say the foundation of nvidia's current dominance is their mass-market gaming GPUs. While every other High Performance Computing technology wanted you to call their enterprise sales team and pay a big markup, any academic or open source developer could get their hands on an nvidia GPU - and that lead to a huge academic and open source ecosystem.

In recent years, nvidia has decided if you want more than 24GB of vram, you've got to call their enterprise sales team and pay a big markup. And a lot of people working on LLMs want more than 24GB of vram.

On the other hand, nvidia do have a lot of momentum. And of course cloud options are available these days.



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