alt Hacker NewsI find it hard to imagine nvidia's moat not drying up - the hyperscalers already have more cost effective silicon and the AI labs already use a mixture of all the capacity they can get their hands on.
I find it hard to imagine nvidia's moat not drying up - the hyperscalers already have more cost effective silicon and the AI labs already use a mixture of all the capacity they can get their hands on.
And the big AI labs are starting to roll their own silicon too (ie OpenAI Jalapeño). Nvidia's moat won't last forever.