EP 132: NVIDIA Earnings + Ben's Thesis Time and Those Lumpy ASICs
The Circuit
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Navigating the ASIC and AI Landscape
This chapter explores the ongoing debate over large-scale AI model performance versus the advantages of alternative enhancement methods. It provides insights into Marvell's ASIC business challenges, particularly in light of scrutiny over its performance during a recent earnings call. Additionally, the discussion reflects on Amazon's shifting investments and the implications for the semiconductor industry, including competitive dynamics and communication strategies among major players.
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