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Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes Next
Insider Monkey11d agoneutral
Nvidia’s Training Trade Hit a Speed Bump. Intel Could Win From What Comes Next

The September 14 selloff treated slower frontier AI development as bad news for chips. The more interesting question is whether it changes which chips get bought. Reuters Breakingviews argued that a moderation in giant model-training runs could redirect part of this year’s roughly $1 trillion AI investment toward inference, where existing models answer queries and […]