How Nvidia’s CUDA Monopoly In Machine Learning Is Breaking - OpenAI Triton And PyTorch 2.0
The 1,000-foot summary is that the default software stack for machine learning models will no longer be Nvidia’s closed-source CUDA. The ball was in Nvidia’s court, and they let OpenAI and Meta take control of the software stack. That ecosystem built its own tools because of Nvidia’s failure with their proprietary tools, and now Nvidia’s moat will be permanently weakened. TensorFlow vs. PyTorch A
Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networking
Networking is a critical part of any datacenter, especially with the rise of networking-intensive large language models. As such, it was a clear target for Google’s infrastructure optimization efforts. Over the last year at conferences such as OFC and SIGCOMM, Google disclosed their custom networking stack, Jupiter, from in-house switches all the way through to custom reconfigurable software. This
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