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Nvidia has quite a moat. Even during a shortage with huge demand, its like other players dont exist. Intel Gaudi, Cerebras, AMD/Intel GPUs, Tenstorrent, Cloud
by brucethemoose2 4y ago
Nvidia has quite a moat. Even during a shortage with huge demand, its like other players dont exist.
Intel Gaudi, Cerebras, AMD/Intel GPUs, Tenstorrent, Cloud ASICs from AWS, GCP, Tencent Alibaba, ... and probably many more I am not aware of, not counting the "dead" startup designs like the Centaur hybrid AI CPUs, or ones I have a bad impression of (Graphcore).