How integral is Nvidia to the success of LLMs? Seems like a few companies could step in and put that TSMC capacity to good use...

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Tadpole9181 3 hours ago | parent [-]

I'm sorry, who exactly? NVIDIA essentially has no real competition because of how wildly successful they are.

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danpalmer 3 hours ago | parent [-]

Google, Microsoft, Amazon, AMD, Apple, Huawei...

These aren't all entirely drop-in replacements, there are some trade-offs involved, but there are many companies with alternatives that could take Nvidia's market if they stall.

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andsoitis 2 hours ago | parent [-]

> Google, Microsoft, Amazon, AMD, Apple, Huawei...

Which of those sell chips at the Nvidia caliber sell to AI model builders in the US (not use internally)?

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