Source AI, and Hardware from the East – MICROWIRE.news APAC
The article argues that Nvidia's dominance in the AI hardware and software market is being challenged by a shift toward open-source frameworks and alternative hardware from the East. It suggests that the reliance on CUDA is being systematically dismantled by new domain-specific architectures and open acceleration standards.
Why it matters
This perspective challenges the prevailing narrative of Nvidia's unassailable monopoly, suggesting a potential shift in the AI infrastructure landscape.
I’ve been managing computer transformations for over 40 years. In the late 70s I was writing BASIC, assembly, and Fortran routines on early terminals. In the mid-1980s I was a front-line Apple Mac desktop publishing (DTP) evangelist and technical author, showing traditional typesetters how PostScript, Illustrator, PageMaker, and Motorola 68000 chips were about to tear apart their legacy workflows overnight. In the mid-90s I was part of the open web revolution, watching proprietary mainframes and walled gardens crumble under the weight of HTML, Linux, and open standards. I’ve witnessed all of the major paradigm shifts in computing from desktop publishing to enterprise security and cloud architectures, and I know the pattern when history repeats itself. The historical development of computing platforms in the last forty years is a clear four-decade arc.
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