SemiBizIntel(@siliconomy):The AI revolution has made the semiconductor industry's demand equation less dependent on consumer sentiment. This can dramatically change the semiconductor's four-year boom-and-bust cycle, during which we collectively make the same mistakes as the last cycle, laying the foundation for the next. One critical element that will drive this trend forward is Nvidia's success outside the training needs of cloud customers. Will Nvidia also succeed in the enterprise segment's inference business? Read more here:

2024.11.30 22:05

The AI revolution has made the semiconductor industry's demand equation less dependent on consumer sentiment. This can dramatically change the semiconductor's four-year boom-and-bust cycle, during which we collectively make the same mistakes as the last cycle, laying the foundation for the next. One critical element that will drive this trend forward is Nvidia's success outside the training needs of cloud customers. Will Nvidia also succeed in the enterprise segment's inference business? Read more here: