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The AI wildfire is coming. it's going to be painful and healthy

(ceodinner.substack.com)
117 points LordAtlas | 1 comments | 07 Dec 25 16:43 UTC | HN request time: 0s | source
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blibble ◴[07 Dec 25 18:15 UTC] No.46183724[source]▶
I don't see how nvidia come out of this stronger

their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs

jensen has to be the luckiest man in the world, first crypto, now "AI"

replies(7): >>46183797 #>>46184234 #>>46184327 #>>46185260 #>>46185339 #>>46185972 #>>46186595 #
1. patapong ◴[07 Dec 25 19:17 UTC] No.46184234[source]▶
> their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs

Are we sure this will be the case? Perhaps the sweet spot for hardware that can train/run language models is the GPU already, especially with the years of head start Nvidia has?