WHY NVIDIA’S AI SUPREMACY IS ONLY TEMPORARY

Summary from the TLDR newsletter

Nvidia's top spot in the AI world is far from secure. It is currently winning as almost nobody is running large machine learning apps, the competition hasn't matured, researchers have the purchasing power, and because of the focus on training models. In the near future, inference with CPUs will dominate over training with GPUs, engineers will have more purchasing power, and the focus will be on application costs. The winners of this shift will likely be traditional CPU platforms like x86 and Arm.