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Re:Google's First Tensor Processing Unit: Architecture by 7e on Tuesday March 26, 2024 @01:55AM (#39824619)
These have always been NVIDIA's "few" advantages and yet they've still dominated for years. It's their relentless pace of innovation that is their advantage. They resemble Intel of old, and despite Intel's same "few" advantages, Intel is still dominant in the PC space (even with recent missteps).
Re:Google's First Tensor Processing Unit: Architecture by weweersdfsd on Tuesday March 26, 2024 @02:15AM (#39824721)
They've dominated for years, but now all big tech companies are using their products in scale not seen before, and all have vested interest in cutting their margins by introducing some real competition.

Nvidia will do good in the future, but perhaps not good enough to justify their stock price.