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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 214.990.0%Dec 26 9:30 AM EST

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To: dvdw© who wrote (33788)11/1/2019 9:17:17 AM
From: neolibRead Replies (1) of 73183
 
I'd read that one before as well. The main thing that leap out at me was the NVDA stock chart and the claim that it was related to AI. It was primarily related to crypto, same problem AMD had there.

But then the rest of the article seemed confused too. It really not making the argument against AI Inference specific architectures, it really just against standalone chips. Well, duh, yes we know that SoCs dominate most applications, so an AI block on a SoC is likely the high volume solution for most things.

I actually don't see a problem between the two articles. Groq designs will likely end up as blocks in SoCs.
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