Well written. I would suggest looking deep into the past work done by the brilliant team at SemiAnalysis to get the rivalry relationships on point. As an example, barring access to chips, it was Huawei who was/is the closest threat to Nvidia. They actually imported sufficient stock of chips and lithography stack for the 7nm chips pre-trade war to support scaling, only now to focus on SMIC and Cambricon to produce alt etching methods to ramp up scale. But ByteDance amd Tencent would still prefer Nvidia chips to scale models in a heartbeat. AMD is basically dead in water with the investment in OpenAI.
Dylan Patel and team at SemiAnalysis track this space like mad. 👍
Superb writing! Enjoyed it. India must build hardware engineers alongside software one's. I still stand on my opinion that the analytical mind of Indians is the best in the world. Saying this after working in the US for last 10 years. Go India!
Well written. I would suggest looking deep into the past work done by the brilliant team at SemiAnalysis to get the rivalry relationships on point. As an example, barring access to chips, it was Huawei who was/is the closest threat to Nvidia. They actually imported sufficient stock of chips and lithography stack for the 7nm chips pre-trade war to support scaling, only now to focus on SMIC and Cambricon to produce alt etching methods to ramp up scale. But ByteDance amd Tencent would still prefer Nvidia chips to scale models in a heartbeat. AMD is basically dead in water with the investment in OpenAI.
Dylan Patel and team at SemiAnalysis track this space like mad. 👍
Superb writing! Enjoyed it. India must build hardware engineers alongside software one's. I still stand on my opinion that the analytical mind of Indians is the best in the world. Saying this after working in the US for last 10 years. Go India!