Compared the different silicon players for AI inference

Compared the different silicon players for AI inference(arjunrakesh.substack.com)

2 points by arjunrko 1 year ago | 2 comments

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

arjunrko 1 year 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.

meghana_arakkal 1 year ago |

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

arjunrko 1 year 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.