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Yep as soon as SD dropped I went bullish on NVDA.

What's funny is that we on HN know there's no magic inside these chips, a sufficiently smart foundry could easily cripple Nvidia overnight... yet where's the nearest VC fund for ASICs??



Did you say foundry? Nations (including US and Germany) have tried to out smart TSMC, and yet here we are.

If you meant outsmart nvidia, Google’s TPU is already more efficient but a GPU is much more than an efficient design .




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