|
|
|
|
|
|
by shikharbhardwaj
504 days ago
|
|
|
Agreed on CUDA being a big moat; Nvidia has spent a big chunk of the last 2 decades building this ecosystem and is now reaping dividends from it. From what I've read, most of the investments by FAANGs/startups in building specialised hardware has been in the inference space. |
|
|