When this walled garden is the only way to use GPUs with high efficiency and everybody is using this stack, and NVIDIA controlling the supply of these "platform boards" to OEMs, they don't make money, but they literally print it.
However, AMD is coming for them because a couple of high profile supercomputer centers (LUMI, Livermore, etc.) are using Instinct cards and pouring money to AMD to improve their cards and stack.
I have not used their (Instinct) cards, yet, but their Linux driver architecture is way better than NVIDIA.
However, AMD is coming for them because a couple of high profile supercomputer centers (LUMI, Livermore, etc.) are using Instinct cards and pouring money to AMD to improve their cards and stack.
I have not used their (Instinct) cards, yet, but their Linux driver architecture is way better than NVIDIA.