#WorthReading from #SemiAnalysis
This is from mid last year but gets into #GPUrich vs #GPUPoor, what that means for technology/market development and Google vs NVIDIA.
https://bit.ly/4annZkS
Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors

Compute Resources That Make Everyone Look GPU-Poor

SemiAnalysis