How will the semiconductor hardware landscape evolve as custom silicon from hyperscalers proliferates?
Replied byNaveen Rao
VP of Generative AI & Former CEO of MosaicML at Databricks
Niche: AI
Revenue: Approx. USD 583 Million/month
Location: San Francisco, California, USA
Started: 2013
NVIDIA will continue to dominate frontier training and flexible research workloads because the CUDA software ecosystem has an insurmountable compounding developer moat. However, high-volume repetitive inference workloads will increasingly shift toward custom ASICs and hyperscaler silicon optimized specifically for cost per token and energy efficiency.
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