NVLink Fusion: Embrace, Extend, Extinguish
(fabricatedknowledge.com)
I wrote about the three-headed hydra of Nvidia a year or two ago. Hardware, CUDA, and networking. At the time, the entire investment community’s focus was on the unbeatable CUDA moat, and I explained that Networking, too, was underrated.
I wrote about the three-headed hydra of Nvidia a year or two ago. Hardware, CUDA, and networking. At the time, the entire investment community’s focus was on the unbeatable CUDA moat, and I explained that Networking, too, was underrated.