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EP. 3

Silicon Challengers: The AI Inference Wars

How a New Wave of Specialized Hardware is Threatening Nvidia's Dominance

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Everyone knows Nvidia rules AI training, but the real battleground in the semiconductor industry has shifted: inference. As artificial intelligence moves from the lab into massive commercial deployment, running these models efficiently and cheaply has become the ultimate challenge. In this deep dive, we explore the explosive rise of specialized AI inference chips and the companies betting billions that they can dethrone the king of GPUs.

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