NVIDIA’s Real Risk Is Inside Hyperscaler Custom Silicon Roadmaps
中文摘要
英伟达真正的风险在于超大规模厂商的定制芯片路线图，这一点在AI算力采购中常被忽视。
English Summary
Nvidia's real risk lies in hyperscalers' custom silicon roadmaps, a distinction in AI compute purchasing that many miss.
Original Excerpt
There is a distinction at the heart of how AI compute is bought, and almost everyone arguing about Nvidia’s moat misses it. Continue reading on Medium »