alt Hacker NewsAMD along with cerebras may probably compete with NVIDIA monopoly in near future. Also, NVIDIA will have competition form multiple companies. Just my prediction.
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Maybe, but GPU is just one aspect of NVIDIA's dominance. If you are buying Vera Rubin GPUs, you're getting an NVL72 rack, which is only one of several racks that you're probably buying. You'll also need your NVIDIA racks with NVIDIA networking & storage gear, too. At the end of the day, they're "vertically integrated" for your accelerated computing data center (e.g. the "AI Factory"). This doesn't even count the software layer, where CUDA + CUDA-X (not to mention the software for all the sysadmin pieces) has a huge first mover advantage over anyone else.
Press doubt. Single GPU? Maybe. MultiGPU behemoths like NVL144 and NVL576? I don't think so.
NVLink is at gen9. they had a lot of teething problems and can codesign the hardware and software.
in the name of openness (AMD's only """weapon"""), the UALink spec is a hodgepodge of corporate opinions with very different implementations (looking at you, Broadcom). at spec version 1 (in hardware).
I wish them good luck as I really like AMD, but they compete no more on this than Lambo vs Bugatti.
It's not really a far fetched prediction: high margins and huge market attract competition, that's just the law of economics.
Like NVIDIA bought Groq, AMD might do well buying Cerebras.