Stratechery cover image

Google, Nvidia, and OpenAI

Stratechery

00:00

Hyperscalers Could Break CUDA

Ben argues large cloud providers have incentive and resources to build alternatives to CUDA and GPUs.

Play episode from 05:11
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app