SemiAnalysis@SemiAnalysis_ · XAI 摘要
震惊：许多我们交谈过的neocloud高管认为，如果他们的集群中有非NVIDIA的网络设备，或者他们的云提供AMD GPU或TPU，NVIDIA就会报复。他们认为报复包括不给予早期分配或不再支持潜在的IPO/VC融资。(1/3)🧵
SHOCKING： Many neocloud executives we spoke with feel that if they have non-NVIDIA networking gear on their cluster， or if their cloud has an AMD GPU or TPU offering， NVIDIA will retaliate. They feel that retaliation includes not giving early allocation or no longer supporting a potential IPO/VC raise.（1/3）🧵