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whp_wessel
76 days ago
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Circular Financing: Does Nvidia's $110B Bet Echo t...
recent Huang podcast went into this, making the point that custom chips won't be competitive to Nvidia's as they are now making specialised chips instead of just 'gpu's'.
https://open.spotify.com/episode/2ieRvuJxrpTh2V626siZYQ?si=2...
pgspaintbrush
76 days ago
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Thank you for the pointer!
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