Nvidia's pace of innovation means you either go for shortcuts and get bricked chips, or by the time you ship products last gen (or even 2 year old) Nvidia chips outperform you on inference. And they get depreciated to a point that whatever your cost savings are, it's not enough to justify using your ASICs.
So, which asic player will get f ed first by skipping HTOL and go for the short cut? I'm sure some will end up taking a longer route by going through the...short cut
Feeling good about being degenerate today
Nvidia's pace of innovation means you either go for shortcuts and get bricked chips, or by the time you ship products last gen (or even 2 year old) Nvidia chips outperform you on inference. And they get depreciated to a point that whatever your cost savings are, it's not enough to justify using your ASICs.
So, which asic player will get f ed first by skipping HTOL and go for the short cut? I'm sure some will end up taking a longer route by going through the...short cut
Enjoyed the writeup. How do you think about the Sonoma/similar package level offerings from Incal?
Lolol love the writeup