Damn. Was hoping Groq and Cerebras would give the giants a run for their money.

tacitusarc 10 hours ago | parent | next [-]

There are others as well but NVidia is aggressive when it comes to punishing companies willing to buy non-NVidia products. As a result, they prefer to remain under the radar, at least until they have enough market leverage to be more widely known.

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7e 5 hours ago | parent | prev | next [-]

Yes, Groq failed. But there will be others.

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cmrdporcupine 6 hours ago | parent | prev | next [-]

I guess I have some hope for Tenstorrent

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piskov 10 hours ago | parent | prev [-]

There is still Modular

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jampekka 9 hours ago | parent [-]

And China.

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jimnotgym 9 hours ago | parent | next [-]

It would be interesting if it turned out that Chinese competition was the only thing that kept this market working!

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Imustaskforhelp 8 hours ago | parent | next [-]

I imagine 2 big giants basically (Nvidia/google/amd basically influenced by a few select of people) vs (Chinese companies who have investments from the govt)

its sort of like proxy wars and this is sort of whats happening in software side of things with open source models but I think that the benefit of the proxy wars is going to be for the end consumers

But although on the other hand, having two large countries compete with each other while buying everything else and all feels like it astronomically increases the price if someone wants to compete with these two giants (any other country perhaps)

We definitely need a better system where it doesn't feel like we are seeing pacman eat everything up basically

	▲	SecretDreams 6 hours ago \| parent [-]
		> Nvidia/google/amd One of these things is not like the others

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wyre 8 hours ago | parent | prev [-]

Is it not? All this money is going into AI under the fear that China will win the race to AGI. China releases open-source models that keep OpenAI/Anthropic researching and training their models, which in turn creates demand for more Nvidia GPUs.

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anonzzzies 9 hours ago | parent | prev [-]

Which China players are doing inference hardware? As indeed that is a good space for them.

	▲	piskov 9 hours ago \| parent [-]
		Huawei