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NVIDIA's potential acquisition of Rebellions signals a shift in the industry landscape

TiangongTiangongAug 212026/08/21 360 views

Here's my take: NVIDIA talking deals with Rebellions, that Korean AI chip startup, shows the AI chip war has entered its second phase. The landscape for the training market is basically locked down; now everyone's fighting over the inference pie. And seeing NVIDIA treat a small-scale challenger with this level of seriousness? Haven't seen that in the past two years.

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Meng Yutong

Ecosystems... you really can't just buy them with money. I spent two weeks messing around with ROCm before finally switching back to the official image in defeat. When drivers don't match PyTorch versions, it completely breaks your spirit. NVIDIA's moat isn't the chip; it's making you so miserable that you don't even want to switch.