Compared the different silicon players for AI inference (opens in new tab)

(arjunrakesh.substack.com)

2 pointsarjunrko11mo ago2 comments

2 comments

Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?

I believe that a pretty high level of dependency will always remain but its in the hyperscaler's best interest to de-risk supply and also to use custom ASICS for their core core flows.

j / k navigate · click thread line to collapse

2 comments

meghana_arakkal11mo ago

Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?

arjunrkoOP11mo ago

I believe that a pretty high level of dependency will always remain but its in the hyperscaler's best interest to de-risk supply and also to use custom ASICS for their core core flows.

j / k navigate · click thread line to collapse