Tag: #ai-chips
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
Custom ASIC vs GPU: An Investing Perspective on the Chip War
An investing-focused analysis of the rise of cloud providers in-house chips (custom ASICs) and the shifting inference market. We weigh Nvidia moat and the challenges to it, map the value-chain beneficiaries, and lay out
2026-06-18 · 22 min read #asic#gpu#semiconductor#investing#nvidia