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by HarHarVeryFunny
2 days ago
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Well, in a largely token-based AI market it doesn't matter what hardware you use to generate those tokens - Google use TPUs, Amazon/Anthropic use Trainium, Musk is apparently contracting with Samsung to have his own chips built... I expect that Google are renting SpaceX NVIDIA GPUs so they can resell to corporate GCP customers at higher rates, but if the AI growth story remains intact then I would expect the GPU-agnostic token demand to be much higher than the NVIDIA-specific rental demand. |
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