[–] realjwin 27d ago ↗ This seems really crazy. ASIC design is hard but they hype is crazy right now. [–] geroge_kyaw 27d ago ↗ 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?
[–] geroge_kyaw 27d ago ↗ 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?
[–] bluesnews 27d ago ↗ What is their moat? [–] fakedang 27d ago ↗ Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.
[–] fakedang 27d ago ↗ Their own chip design and vertical integration into the final enterprise AI hardware product. They're another NVidia, albeit early stage.
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