Why AI’s Next Phase Could Break Nvidia’s Moat 11/8/24
Nov 08, 2024•6 min
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Episode description
The next phase of AI development involves inference, the stage in which the models that have been trained are applied and generate responses. There, specialized chips developed Amazon and Google are designed to be more cost-effective and efficient than GPUs – and could be an opening for big tech firms to break into Nvidia’s stronghold.
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