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What NVIDIA’s New Bet Reveals About AI.
The First of Many Specialized Chips
NVIDIA has finally presented its first-ever inference-only GPU, explicitly designed to run AI models, not train them.
It’s a dramatic shift from general-purpose GPUs to specialized ones, making NVIDIA’s next GPUs, Rubin, its first-ever disaggregated inference platform.
This is a huge deal because it’s a response against the threat companies like Cerebras or Groq pose to its dominance, but it’s also a very bold and concentrated bet that could backfire.
Reviewing the essence of AI workloads, particularly what “AI inference” actually means, we evaluate the consequences for the $4 trillion company and the future of the industry as a whole, because it reveals more than what meets the eye, especially regarding what AI models will dominate the future.
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