Compared the different silicon players for AI inferencearjunrakesh.substack.com 2 pointsarjunrko1 year ago2 commentsSaveHideCopy link On HNComments−meghana_arakkal1yWell-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?−arjunrkoOP1yI 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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Well-researched piece! Do you think ASICs will replace Nvidia GPUs at hyperscalers?
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.