The unification of the flaws is the scarcity of H100s
He says this and talks about it in The Fallout section - even at BigCos with megabucks the teams are starved for time on the Nvidia chips and if these innovations work other teams will use them and then boom Nvidia's moat is truncated somehow which doesn't look good at such lofty multiples
He says this and talks about it in The Fallout section - even at BigCos with megabucks the teams are starved for time on the Nvidia chips and if these innovations work other teams will use them and then boom Nvidia's moat is truncated somehow which doesn't look good at such lofty multiples