Comment Re:good self awareness (Score 5, Interesting) 42
Good question. Their POWER series of CPUs were not insignificant in capability, their chip designers were clearly technically sophisticated, and GPUs are just specialised vector processors with a few extra bells and whistles - stuff IBM is extremely familiar with.
It would not have been difficult to release a GPU or other LLM-specific processor to go along with the POWER11. They'd been working on the POWER11 for 4 years, they knew in 2020 that LLMs had a strong potential to be significant for Big Data processing - an area you use big iron for, they're not rank amateurs, they have plenty of reserve, they could have assembled an emergency team to build a vector processor that was custom-designed for just LLM work, and released an LLM processor card that could run circles around nVidia.
They didn't. Because, as has happened before, their management is simply too stupid and too slow.