Comment by joe_the_user
Comment by joe_the_user 3 days ago
Finally, most of the call for AMD to develop a CUDA alternative is based on a desire for cheaper compute. That's not a good business venture to invest in against a dominate player because price sensitive customers are poor customers.
This is such a key point. Everyone wants cheaper and cheaper compute - I want cheaper and cheaper compute. But not large-ish company wants to simply facilitate cheapness - they would a significant return on their investment and just making a commodity is generally not what they want. Back in the days of the PC clone, the clone makers were relatively tiny and so didn't have to worry about just serving the commodity market.
The demand for clones was also diffuse…the potential market included SMB and consumers and the market was exponentially expanding. The compute market is scaling linearly among a relative few established players who buy in bulk and have long B2B relationships with nVidia.