10 points | by gmays 5 hours ago
4 comments
What is their moat?
Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.
This seems really crazy. ASIC design is hard but they hype is crazy right now.
Is it even realistic to compete with Nvidia on price when hyper-optimized silicon like Google’s TPU still struggles to match the B300's economics at scale?
What is their moat?
Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.
This seems really crazy. ASIC design is hard but they hype is crazy right now.
Is it even realistic to compete with Nvidia on price when hyper-optimized silicon like Google’s TPU still struggles to match the B300's economics at scale?