GOOGL VS. NVDA IS ASCI VS. GENERAL PURPOSE CHIPS

1. The narrative now has changed to the compeitition betwees ASCIs vs. General purpose.

  ASCIs---googl, avgo, intc. 

  genral purpuse chips--nvda, and  AMD

 2. Large AI providers:    openAI and some of the large 7 modles are built on genral purpose chips..       

    Remember, googd did not invest open AI. 

 

At least at this point, GOOD has proven that ASCIs are more effective and efficiency. Of coure, it could be dispproved in future. but we are investing now. 

所有跟帖： 

• Intel也生產，怎麽沒見它吹起來？ -Rainsong- ♂ (0 bytes) () 11/24/2025 postreply 15:39:01