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in postLONG
“Obviously the first thing that flooded my TL after the Jalapeño release was CUDA most is dead, everyone will now just one-shot ISA.”
@bubbleboi
Broadcom is the silicon kingmaker for custom AI ASICs, now adding OpenAI to Google, Meta, and ByteDance on a multi-generation roadmap
AVGOLONG@ $361.23
$380.14+5.24%
since call Jun 26
peak +8.8%
in postSHORT
“Obviously the first thing that flooded my TL after the Jalapeño release was CUDA most is dead, everyone will now just one-shot ISA.”
@bubbleboi
OpenAI's Jalapeño ASIC erodes Nvidia's GPU inference monopoly as top AI labs design their own silicon
NVDASHORT@ $195.69
$199.63-2.01%
since call Jun 26
peak +1.3%
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