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DeepSeek's AI breakthrough bypasses industry-standard CUDA, uses assembly-like PTX programming instead
(www.tomshardware.com)
this post was submitted on 28 Jan 2025
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Reminds me of the Bitcoin mining and how askii miners overtook graphic card mining practically overnight. It would not surprise me if this goes the same way.
It's already happening. This article takes a long look at many of the rising threats to nvidia. Some highlights:
Google has been running on their own homemade TPUs (tensor processing units) for years, and say they on the 6th generation of those.
Some AI researchers are building an entirely AMD based stack from scratch, essentially writing their own drivers and utilities to make it happen.
Cerebras.ai is creating their own AI chips using a unique whole-die system. They make an AI chip the size of entire silicon wafer (30cm square) with 900,000 micro-cores.
So yeah, it's not just "China AI bad" but that the entire market is catching up and innovating around nvidia's monopoly.