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A comment on Nvidia gets 20% weighting, more investor demand; Apple demoted in major techfund. Parent comment

Re:Nvidia gets 20% weighting, more investor demand; Apple de... by hi-v-rocknroll on Monday June 17, 2024 @02:34PM (#40709321)
MAANG are willing to invest in ASIC engineering like Apple does but are willing to buy and rent things from others in the short-term. They will eventually wise-up, and design their own custom AI accelerators. Meta already designs and builds their own servers.
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Re:Nvidia gets 20% weighting, more investor demand; Apple de... by cma on Monday June 17, 2024 @03:02PM (#40709662)
Meta, Amazon, Google, Apple all already have custom accelerators, though some only for inference.
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Re:Nvidia gets 20% weighting, more investor demand; Apple de... by buildbot on Monday June 17, 2024 @03:06PM (#40709716)
Microsoft does too, Maia 100
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