24min chapter

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Episode 105: Sanity Check on Custom ASICS?

The Circuit

CHAPTER

Custom ASICs vs. GPUs: The Future of AI Computing

This chapter explores the viability of custom ASICs in cloud computing, contrasting them with traditional GPU solutions. It discusses the current landscape shaped by tech giants like NVIDIA and AMD while diving into the challenges of ASIC adoption. The conversation evaluates the evolving dynamics of AI technology and the potential shifts in market preferences among cloud service providers.

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