I am sharing my findings regarding Nvidia and AMD, as well as the advantages and weaknesses of both in terms of AI training and inference data center workloads.
Great piece Richard! I would love to hear your thoughts on another risk about whether there is enough AI revenue to support the huge capex investments required highlighted in this article - https://pracap.com/global-crossing-reborn/
Great piece Richard! I would love to hear your thoughts on another risk about whether there is enough AI revenue to support the huge capex investments required highlighted in this article - https://pracap.com/global-crossing-reborn/
Thanks for sharing
welcome!
https://open.substack.com/pub/pramodhmallipatna/p/ais-grand-entanglement-the-subprime