Compared the different silicon players for AI inference arjunrakesh.substack.com 2 points by arjunrko 14 hours ago
meghana_arakkal 13 hours ago Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers? arjunrko 13 hours 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.
arjunrko 13 hours 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.
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.