Row 63023

Row ID: 63023 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 63023 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

I agree it will probably take the others a while to catch up, but TPUs are already basically better than GPUs for these workloads so I don't think really Google is a good example to point at.

Microsoft has been slow to start, but both AWS and Apple are no slouches - they've been putting out decent chips for ages now so it's not like they are starting from zero.

Seems pretty likely that by 2028 we'll see all frontier training runs/inference workloads on hyperscaler's ASICs, all of the leading labs are either already there (Anthropic, GDM) or have a clear path and made statements in this direction (OAI/Microsoft, Meta)

FieldValue
text I agree it will probably take the others a while to catch up, but TPUs are already basically better than GPUs for these workloads so I don't think really Google is a good example to point at. Microsoft has been slow to start, but both AWS and Apple are no slouches - they've been putting out decent chips for ages now so it's not like they are starting from zero. Seems pretty likely that by 2028 we'll see all frontier training runs/inference workloads on hyperscaler's ASICs, all of the leading l…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-23
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Raw Record

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  "text": "I agree it will probably take the others a while to catch up, but TPUs are already basically better than GPUs for these workloads so I don't think really Google is a good example to point at.\n\nMicrosoft has been slow to start, but both AWS and Apple are no slouches - they've been putting out decent chips for ages now so it's not like they are starting from zero.\n\nSeems pretty likely that by 2028 we'll see all frontier training runs/inference workloads on hyperscaler's ASICs, all of the leading labs are either already there (Anthropic, GDM) or have a clear path and made statements in this direction (OAI/Microsoft, Meta)",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-23",
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}
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