Vengineer https://blog.hatena.ne.jp/Vengineer/ Vengineerの妄想 https://vengineer.hatenablog.com/ はじめに Xの投稿にNVIDIAのビッグカスタマーの情報が上げっていたので、記録として残します。 $NVDA's top 4 customers account for 40% of revenues, and every one of them is actively working on their own custom AI siliconAI capex will keep flowing to NVDA in the short run, but what will happen when initial training is done and inference is done … 190 <iframe src="https://hatenablog-parts.com/embed?url=https%3A%2F%2Fvengineer.hatenablog.com%2Fentry%2F2024%2F02%2F22%2F080000" title="NVIDIAのビックカスタマーは、4社 - Vengineerの妄想" class="embed-card embed-blogcard" scrolling="no" frameborder="0" style="display: block; width: 100%; height: 190px; max-width: 500px; margin: 10px 0px;"></iframe> Hatena Blog https://hatena.blog 2024-02-22 08:00:00 rich https://vengineer.hatenablog.com/entry/2024/02/22/080000 1.0 100%