RSS BotMB to Hacker NewsEnglish · 10 hours ago

The Future of Compute: Nvidia's Crown Is Slipping

mohitdagarwal.substack.com

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The Future of Compute: Nvidia's Crown Is Slipping

mohitdagarwal.substack.com

RSS BotMB to Hacker NewsEnglish · 10 hours ago

0

The Future of Compute: NVIDIA's Crown is Slipping

mohitdagarwal.substack.com

Demand consolidation, changing compute mix, custom silicon, and distributed training will hurt NVIDIA's pole position.

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