CAN NVIDIA'S DOMINANCE SURVIVE THE SEA CHANGE UNDER WAY IN AI COMPUTING?

Summary from the TLDR AI newsletter

Nvidia's focus this year at its GTC event shifted to inference, the type of computing required to run models and allow them to respond to user queries. The AI industry is now less concerned with training AI models, which is what GPUs are best at, and more preoccupied with running them and generating profits from end-users. Inference requires different hardware than chips optimized for training. How far ahead the company remains in the AI-infrastructure race will depend largely on how effectively it is able to pivot its product road map from training to inference.