But if both the mainframe and personal computer are from IBM, is that scenario really bad for them?
If there was serious competition for cards to do GPU training that might spell trouble for Nvidia. But so far we only went from needing an absurdly huge cluster of Nvidia cards to a huge cluster of Nvidia cards, with Nvidia having a near-monopoly on cards used in deep-learning training all the way down to networks that fit on single cards.
If there was serious competition for cards to do GPU training that might spell trouble for Nvidia. But so far we only went from needing an absurdly huge cluster of Nvidia cards to a huge cluster of Nvidia cards, with Nvidia having a near-monopoly on cards used in deep-learning training all the way down to networks that fit on single cards.