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Message: <blockquote data-quote="hesian99" data-source="post: 31533536" data-attributes="member: 575490">Tpus are a different game betting future on tpus would be a huge mistake for google cuz the frontier has been going away from just hyper speed matrix multiplicationsnvidia does have a huge monopoly, just not on chips, now the chinese use their own chips for some of inference, they are not as optimized as nvidia but for inference it's not gonna be a huge issue, at least for them, nvidia has a big monopoly also on cuda and the whole ecosystem around their gpus which is far more interesting. they were saying for a lot of time china actually can replace asml's euv tech but they have repeatedly failed to do it, i dont think they will have a huge development in there anytime soon, even if they do cuda is irreplaceable for some more yearsbut this is WRONG"Infrastructure and the application layers are where the real value is (not the models itself)"if that is true china wouldnt be much of a threat to us than they are now, with all dario tryna ban open weight and all those scenarios.scaling is working and it will continue to work in the future but scaling alone wont get us anywhere, breeding faster and faster horses doesnt mean you will get a locomotive</blockquote>

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