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I don't think NVIDIA's reign will last long. The recent AI resurgence is not even a decade old. We can't expect the entire industry to shift overnight, but we are seeing rapid improvements in the capability of non-GPU hardware to run AI workloads. The architecture change has been instrumental for this, and Apple is well positioned to move the field forward, even if their current gen hardware is lacking compared to traditional GPUs. Their silicon is not even 5 years old, yet it's unbeatable for traditional workloads and power efficiency, and competitive for AI ones. What do you think it will be capable of in 5 years from now? Same for Groq, and other NPU manufacturers. Betting on NVIDIA doesn't seem like a good long-term strategy, unless they also shift their architecture.


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