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All Things Semiconductor Investing w/ @FoolAllTheTime (Episode 51)
Value Hive Podcast
Is ASICS the Most Important Chip for AI Development?
I wanted to get your thoughts on kind of the breakdown of CPUs, GPUs, and then FPGAs and then ASICS. So from the research that I've done, it seems like everything's kind of shifting towards ASICS, um, at least for artificial intelligence purposes. And there's going to be a huge increase in demand for ASIC chips. Do you still think thatGPUs are, you know, the most important chip going forward for AI development or am I wrong in that ASICS maybe isn't the most important part?
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