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Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?
by meghana_arakkal 2y ago
Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?
- arjunrko 2y agoI 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.