AMD's DC chief happy to work with Intel and others to chip away at Nvidia's AI empire AMD and Intel have been rivals for decades, but there's at least one thing they can agree on: they have a common enemy in Nvidia. And the enemy of your enemy can be your friend. "We are absolutely committed to open [ecosystems], even open to working with customers or others that are directly competing with us in the end. That …
"I think that in the end, open systems, open ecosystems will tend to win out – in part because the proprietary closed system is a bet that your engineers are better than everybody else's engineers combined."
Unfortunately, the competition isn't just about technical merits or openness but about the ability to sell, which includes credibility in the marketplace, and right now Nvidia is *the* AI accelerator company. That situation probably won't persist forever, but Nvidia will have to make significant missteps to lose their dominance. There's no evidence as far as I can tell that customers care about building on an open standard; performance is king right now, and I would guess that it's easier for a single company to deliver quick technical advances which continue to improve performance than it is for a consortium to do.
There is too much emphasis placed on dominance. Things don't always have to be a zero sum game. Sometimes it's good enough just to make inroads, and have it be another product/solution that your company offers. Another alternative for consumers of the technology that could have some of its own merits over the dominant player's (not just necessarily offering it at a lower cost).
For a personal example, there are very serious benefits to me for using AMD graphics cards over Nvidia and they are not necessarily things I could argue for everyone. I probably could not argue on terms of GPU performance itself either.
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