A related argument I raised a few days back on HN:
What's the moat with with these giant data-centers that are being built with 100's of billions of dollars on nvidia chips?
If such chips can be built so easily, and offer this insane level of performance at 10x efficiency, then one thing is 100% sure: more such startups are coming... and with that, an entire new ecosystem.
alt Hacker News
A related argument I raised a few days back on HN:
What's the moat with with these giant data-centers that are being built with 100's of billions of dollars on nvidia chips?
If such chips can be built so easily, and offer this insane level of performance at 10x efficiency, then one thing is 100% sure: more such startups are coming... and with that, an entire new ecosystem.