Al it takes is a different better AI model that doesn’t require the type of computing capabilities Nvidia offers or for the LLM hype to die.
Nvidia made their fortune riding 2 consecutive hype waves - crypto and LLMs.
Nvidia made their fortune riding 2 consecutive hype waves - crypto and LLMs.
That's a pretty reductive way of looking at things. Nvidia got to where they are today because they made the "different better AI model" by spending billions of dollars in AI research when other companies were fighting over scraps. They were the ones investing in a high-level GPGPU programming model when Apple and AMD were busy stabbing each other in the back over OpenCL. Just look at their list of papers and compare it to the contributions of your favorite FAANG member: https://research.nvidia.com/research-area/machine-learning-a...
Nvidia owns this market because Apple, AMD and Intel have a grudge match that is apparently more important than cross-platform harmony.
I attended one Khronos webminar where the panel was surprised that anyone would ask about Fortran support, and showed total lack of knowledge about PGI compilers.
Additionally with very crude tooling.
Everyone is out for blood in this market. Going after Khronos for not addressing Fortran FFI is a cart before the horse argument, from where I'm standing.