Doubling Down on AI Spend
The chip commentary is most interesting
Yep 50B is a bigger run rate than AMD!
I wonder if the pie is growing fast enough that it doesn’t matter , or if this will eat into nvda share, along with Google tpu
The chip commentary is most interesting
Yep 50B is a bigger run rate than AMD!
I wonder if the pie is growing fast enough that it doesn’t matter , or if this will eat into nvda share, along with Google tpu