How does this impact Nvidia chip sales as you don't need a lot of compute for inference?
Are US chip export controls having any impact in slowing China's AI progress?
How does this impact Nvidia chip sales as you don't need a lot of compute for inference?
Are US chip export controls having any impact in slowing China's AI progress?
- Own AI data-centers, unlike OpenAI & Anthropic that are receiving pushback on compute expenses from Microsoft and Amazon respectively,
- Self-driving AI lead with Waymo
I would rank Meta and AAPL next as 95% of users will just use AI that comes with apps and with OS in their devices.
- Own AI data-centers, unlike OpenAI & Anthropic that are receiving pushback on compute expenses from Microsoft and Amazon respectively,
- Self-driving AI lead with Waymo
I would rank Meta and AAPL next as 95% of users will just use AI that comes with apps and with OS in their devices.
Google has –
- Access to consumer eyeballs to deliver AI experiences,
- DeepMind team for research to continue improving AI models,
- Access to most data via its search and YouTube,
- Chrome browser to tightly integrate AI Agents,
- AI silicon in TPUs that is 2nd best only to NVDA,
Google has –
- Access to consumer eyeballs to deliver AI experiences,
- DeepMind team for research to continue improving AI models,
- Access to most data via its search and YouTube,
- Chrome browser to tightly integrate AI Agents,
- AI silicon in TPUs that is 2nd best only to NVDA,