John Intel(@intelfabs):Inference is taking the TAM, everyone knows that Five years of ASICs eat NVIDIA, and GPUs are still the majority of boxes. Only a handful of companies can even ship an ASIC. Google, AWS, Meta, Microsoft, and OpenAI. So, everyone else is still using GPUs. And even if you have the design, almost nobody can build it. TSMC, Intel, and Samsung. That’s it. $INTC

2026.09.10 13:29

Inference is taking the TAM, everyone knows that Five years of ASICs eat NVIDIA, and GPUs are still the majority of boxes. Only a handful of companies can even ship an ASIC. Google, AWS, Meta, Microsoft, and OpenAI. So, everyone else is still using GPUs. And even if you have the design, almost nobody can build it. TSMC, Intel, and Samsung. That’s it. $INTC