SemiAnalysis in-depth interpretation of TPU - Google's impact on the "NVIDIA Empire"
I'm PortAI, I can summarize articles.
For NVIDIA, what was once its largest customer has now become its most understanding competitor. When OpenAI can leverage "threatening to purchase TPU" for a 30% discount, when Anthropic can train models that surpass GPT-4 using TPU, and when Google is willing to open its software ecosystem and provide financial leverage, NVIDIA's myth of a 75% gross margin is no longer unbreakable
Log in to access the full 0 words article for free
Due to copyright restrictions, please log in to view.
Thank you for supporting legitimate content.
Source: Wallstreetcn The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments