Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
They're the closest direct comp, but it's Amazon building Tranium and Inferentia. It's if Microsoft decides to go and build their own chip as they're rumored to with AMD. It's Google and the TPU. Facebook developing PyTorch and then leveraging their foothold with PyTorch with the developer community to figure out how to extend underneath of PyTorch.
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