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

(arjunrakesh.substack.com)

2 pointsarjunrko1y ago2 comments

2 comments

2 comments · 1 top-level

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.

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