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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'v
by shikharbhardwaj 2y 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.