sc94597 said:
We already have ASICs in the form of TPUs and other NPUs. Most companies (the behemoth that is Google excepted) don't invest in them, despite their efficiency gains, because they don't want to be stuck with hardware they can't use if the architecture-requirements shift, which is far less arbitrary than crypto-mining and can happen very unpredictably. GPUs are less efficient but less risky investments. There is also the software-hardware ecosystem inertia. |
Can't say I follow AI market much (apart from what's directly tied to my job), just extrapolating from previous trends and articles like this one:
Anyhow, I expect if nVidia and AMD ditch consumer GPU market (for the most part), that there will be other players who will jump in.
