Anthropic AI Buying Microsoft Maia Chips - NVIDIA is Dead

The other Big Tech companies were never going to be happy with all the AI profits going to Nvidia with their ridiculous 70% margins.

Seems like everybody has given up on finding that gold and decided they needed to be the ones making the shovels and picks...

this all reminds me of Enron but instead of one company it's an entire segment of business!

Remember when the record industry tried to stop mp3? LOLZ.

NVIDIA committed hara-kiri

Basically, there's a reason most businesses fill their fleet with toyotas, not BMWs

The corporate con job must escalate at any cost! 😂

Hadn't seen u in a long time glad to see your out here teaching people

Eli is right! My IT career started with Cisco being the only game in town. Their early ads “Empowering the Internet Generation” showed how dominant they were and “Nobody got fired for buying Cisco” Nowadays, even major enterprises are running mixed networks running JUNIPER, HP, Cisco , ARISTA etc. This is a good analogy and maybe foreshadowing what is happening to AI accelerators.

The main thing needed to run llm is a huge memory bandwidth. The type of compute operations in most llms is pretty simple matrix vector ops with different data types and dimensionnality... A dedicated TPU with the right limited feature set would work pretty well if you give it 1tb/s bandwidth