John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
202 フォロー中 6K ファン
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
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