But where are they getting the TPUs from? They don't have Fabs right? It's probably just TSMC. What's stopping others to just developing in-house design and doing the same? What's stopping nvidia to do the same and just sell the GPUs to other players?
Hardware utilising APIs is what I am guessing. Like similarly, why isn't AMD big in AI space? Because thet don't have CUDQ. Google mitigates it through Tensorflow's popularity
In a race to AGI, Tech giants are prioritizing compute over hiring techies.
Google also plans to spend 25 billion $ to build one zettaflops (1000 exaflops) of compute....
Tesla plans to have compute of around 100 exaflops by around ...
AI is unlike any other past technology revolution. It is going to make cost of intelligence trending toward zero.
Going by exponential curve of AI growth, in next 3-4 years, we are going to have an AI model which can code better than...
Which stocks according to you are undervalued and why(Ind and US stocks)
For me - Meta, Weibo and alibaba are significantly undervalued.(All US listed)
Nestle , Kotak Bank
