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The Future of Compute: Nvidia's Crown Is Slipping
Demand consolidation, changing compute mix, custom silicon, and distributed training will hurt NVIDIA's pole position.
300 employees have drawn on past chip experience (Xbox) and a close partnership with AMD (eventually Marvell by ‘25-’26) to launch their first-gen Maia 100 accelerator and associated Cobalt 100 CPU (an ARM based, Ampere replacement). They use custom power distribution, high-bandwidth ethernet protocols, and dedicated in-rack “sidekicks” to enable closed loop liquid cooling; increasing chip density while decreasing interconnect requirements and cost. I am long Marvell (MRVL), Google (GOOG), Broadcom (AVGO), Vertiv (VRT), Micron (MU), Fabrinet (FN), Coherent (COHR), Talen Energy (TLN), ACM Research (ACMR), and Credo (CRDO)
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