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4min chapter
Episode 73: Nvidia's Moment, and The "Platformization" of GPUs
The Circuit
Evolving AI Strategies and the Importance of Inference in Company Software Stacks
The chapter explores the evolving AI strategies and software spending in companies, highlighting the shift in Gen AI placement within software stacks and the impact on corporate software expenditure. It also analyzes the significance of developing inference for Gen AI services and discusses the competitive landscape around Nvidia's dominance in training versus inference with companies like Apple.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode