It's that time of the week again, I'm looking for more Q's I should A on Nebula. Drop them below!
@Techaltar how meaningful do you think are companies designing their own chips for AI? Given the state of the industry, the bottleneck is at the fabs and nvidia is likely a premium customer for TSMC which could further delay work on new comers' designs.
I feel like it makes sense for companies like AWS since they have lots of datacenters and invest a lot in analytics