[HN Gopher] The Future of Compute: Nvidia's Crown Is Slipping
       ___________________________________________________________________
        
       The Future of Compute: Nvidia's Crown Is Slipping
        
       Author : wilson090
       Score  : 8 points
       Date   : 2025-04-21 22:06 UTC (54 minutes ago)
        
 (HTM) web link (mohitdagarwal.substack.com)
 (TXT) w3m dump (mohitdagarwal.substack.com)
        
       | alephnerd wrote:
       | Services! Services services services!
       | 
       | This is what will help protect Nvidia now that DC and cluster
       | spend is cooling.
       | 
       | They own the ecosystem thanks to CUDA, Infiniband, NGC, NVLink,
       | and other key tools. Now they should add additional applications,
       | or forays into adjacent spaces like white-labeled cluster
       | management.
       | 
       | Working on building custom designs and consulting on custom GPU
       | projects would be helpful as well by helping monetize their
       | existing design practice during slower markets.
        
       ___________________________________________________________________
       (page generated 2025-04-21 23:00 UTC)