Other outfits are going to make NPUs so fast that no GPU can compare. Even an architecture such as NVIDIA’s will be price-wise too expensive to be of interest for any AI outfit.
Then, either NVIDIA pivots so hard, they pivot themselves out of the GPU industry, or…
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Here’s what’s gonna happen.
Other outfits are going to make NPUs so fast that no GPU can compare. Even an architecture such as NVIDIA’s will be price-wise too expensive to be of interest for any AI outfit.
Then, either NVIDIA pivots so hard, they pivot themselves out of the GPU industry, or…
They come crawling back.