NVIDIA’s Groq deal ... I think, inference efficiency is becoming the main driver of profitability, and NVIDIA’s Groq deal is evidence the market is moving from “who can train biggest” to “who can serve cheapest and fastest at scale.” That points to a maturing phase of AI, not necessarily the end of a bubble, but definitely a correction in what “wins” long-term.
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NVIDIA’s Groq deal ... I think, inference efficiency is becoming the main driver of profitability, and NVIDIA’s Groq deal is evidence the market is moving from “who can train biggest” to “who can serve cheapest and fastest at scale.” That points to a maturing phase of AI, not necessarily the end of a bubble, but definitely a correction in what “wins” long-term.
new_line
What do you think?
text
What do you think?
NVIDIA’s Groq deal ... I think, inference efficiency is becoming the main driver of profitability, and NVIDIA’s Groq deal is evidence the market is moving from “who can train biggest” to “who can serve cheapest and fastest at scale.” That points to a maturing phase of AI, not necessarily the end of a bubble, but definitely a correction in what “wins” long-term.
What do you think?
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John6666 StJohnDeakins
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Jean Louis
JLouisBiz
user
64eae3fee74f54587cd7e3ff
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Javad Taghia
telcom
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