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China's ByteDance Has Gobbled Up $1B of Nvidia GPUs for AI This Year

8 pointsby ceohockey60almost 2 years ago

1 comment

brucethemoose2almost 2 years ago
The AI hardware market drives me crazy.<p>There were several good startups&#x2F;designs (with my favorite being the Centaur x86 ML CPUs) that succumbed to the Nvidia moat, and many died&#x2F;zombified <i>just</i> before the AI boom, right when they might have made it.<p>Huge orgs in particular seem hesitant to buy non Nvidia stuff, which is perplexing to me, since they are in the best position to use &quot;alternative&quot; accelerators for stuff they are going to develop themselves anyway.
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