EP 134: Apple iPhones and Tensor Cores, Synopsis Earnings, Hock's Comments at Goldman
The Circuit
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Navigating the Cloud: Finance and Competition in AI
This chapter explores the competitive arena of custom CPU and GPU accelerators, focusing on NVIDIA's recent CPX launch for inference tasks. It examines financial dynamics in the tech industry, particularly in relation to AI investments, and contrasts Oracle's role against major cloud players like Amazon and Microsoft. The discussion also addresses the challenges faced by NeoCloud companies in securing capital amidst a complex economic landscape.
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