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Episode 105: Sanity Check on Custom ASICS?
SUMMARY
- Discussion on the balance between custom ASICs and GPUs in the tech industry
- Concerns about over-excitement towards custom ASICs and potential loss of market share for GPUs
- Considerations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.
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- Episode 105: Sanity Check on Custom ASICS?18 Feb 2025
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