Nvidia’s Moat, Simply Stated
6:37–8:03 · 86s
Alex boils down the TPU/Trainium challenge and questions Nvidia’s moat as top models train off-GPU; Ranjan praises Jensen’s salesmanship and ecosystem pitch.
6:37–8:03 · 86s
Alex boils down the TPU/Trainium challenge and questions Nvidia’s moat as top models train off-GPU; Ranjan praises Jensen’s salesmanship and ecosystem pitch.
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