Patrick Moorhead’s Post

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Founder, CEO, and Chief Analyst at Moor Insights & Strategy. Six Five Media & Signal65 co-founder.

Few things to consider if NVIDIA is truly going after the custom DC AI ASIC market: 1/ it justifies the market for DC AI ASICs. Been all GPU architecture so far. 2/ 2 custom chip and 15 merchant silicon companies out there. Lot more competitive market. 3/ Nvidia already ships tiny ASIC blocks on its DC GPUs. (Tensor cores) 4/ Nvidia should/ would play the SW compatibility card.

Vineet Goel

Visual & AI Technology Executive | Cloud and Edge Platform | GPU | Customized IP | Architecture Leader | Building & Scaling High-Performance Teams | Strategic Business Acumen

8mo

Their strategy is Cuda everywhere.

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