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To: Ron who wrote (5313)9/5/2025 6:15:56 PM
From: Frank Sully1 Recommendation

Recommended By
Julius Wong

  Respond to of 5479
 
Ron,

Five years ago I read that ASIC is the wave of the future and it's coming true, although GPU's will continue to dominate, paticularly NVDA. ASIC may make more inroads into Inference, but GPUs will dominate Training, particularly NVDA's full stack rack systems.

Frank