Compared the different silicon players for AI inference

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	Compared the different silicon players for AI inference (arjunrakesh.substack.com)
	2 points by arjunrko 440 days ago

1 comments

meghana_arakkal 440 days ago

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

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arjunrko 440 days 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.

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