Compared the different silicon players for AI inference
arjunrakesh.substack.com
Compared the different silicon players for AI inference
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Re: Compared the different silicon players for AI inference
#2Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?
Re: Compared the different silicon players for AI inference
#3Well-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.