That's interesting. Quite the needle to thread. I wonder how big the market will be for niche models that aren't commodities.
It needs to be something lucrative enough that training the model is not-trivial but not so lucrative Microsoft/Google would care enough to go after. And it somehow needs to stay in that sweet spot even as Nvidia chips away at that moat with each new hardware generation.
It needs to be something lucrative enough that training the model is not-trivial but not so lucrative Microsoft/Google would care enough to go after. And it somehow needs to stay in that sweet spot even as Nvidia chips away at that moat with each new hardware generation.