telcom/deewaiREALCN-training
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telcom
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updated
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telcom/deewaiREALCN
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NVIDIA’s Groq deal ... I think, inference efficiency is becoming the main driver of profitability, and NVIDIA’s Groq deal is evidence the market is moving from “who can train biggest” to “who can serve cheapest and fastest at scale.” That points to a maturing phase of AI, not necessarily the end of a bubble, but definitely a correction in what “wins” long-term.
What do you think?
posted
an
update
about 10 hours ago
NVIDIA’s Groq deal ... I think, inference efficiency is becoming the main driver of profitability, and NVIDIA’s Groq deal is evidence the market is moving from “who can train biggest” to “who can serve cheapest and fastest at scale.” That points to a maturing phase of AI, not necessarily the end of a bubble, but definitely a correction in what “wins” long-term.
What do you think?
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