What I Read: Nvidia AI Supremacy Temporary

https://petewarden.com/2023/09/10/why-nvidias-ai-supremacy-is-only-temporary/

Why Nvidia’s AI Supremacy is Only Temporary
September 10, 2023
Pete Warden

“…hopefully I’ve made a convincing case that there are strong structural reasons behind Nvidia’s success. Here’s how I see those conditions changing over the next few years.”