AI Landscape with Nvidia Dominance
by Brian Wang from NextBigFuture.com on (#6ZDAS)
Dylan Patel, founder of SemiAnalysis, talks about the AI hardware landscape, GPT-5, business models, and the future of AI infrastructure with A16z Venture partners. Dylan covers Nvidia's dominance, reactions to OpenAI's GPT-5, monetization strategies, and threats from custom silicon. Nvidia has unassailable advantages in AI hardware: superior networking, high-performance memory (HBM), process nodes, time-to-market, ramp-up ...