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To: Joe NYC who wrote (42322)	8/2/2021 5:01:10 PM
From: FJB	Read Replies (1) \| Respond to of 76395

It looks like ARM architecture is doing well. Do you think ARM is a threat to the projections for x64?

To: Joe NYC who wrote (42322)	8/3/2021 12:28:45 PM
From: Vattila	Read Replies (1) \| Respond to of 76395

I think it is very likely that Nvidia will have to share the AI market. Nvidia's greatest asset, their CUDA software advantage, is also their disadvantage, due to its proprietary nature. As I've discussed before here, the industry is seeking open programming models for heterogeneous systems, and the dominant system programming language C++ is moving towards subsuming the Khronos SYCL standard. Noteworthy, Intel's oneAPI framework is based on SYCL. Meanwhile, AMD pushes HIP — a dialect of CUDA of sorts — which has SYCL implementations built on top (hipSYCL). SYCL will be the primary programming model for the upcoming exascale supercomputers, with a lot of investment from the national labs (search for Codeplay news). By bet is that SYCL will rapidly trickle down.