Competition WILL come. Maybe it's Groq, maybe AMD, maybe Cerebras. Maybe there's a stealth startup out there. Point is, they're going to be challenged soon.
It's almost impossible to manufacture at scale with good yields and leading edge fabs are almost all bought out.
Competition WILL come. Maybe it's Groq, maybe AMD, maybe Cerebras. Maybe there's a stealth startup out there. Point is, they're going to be challenged soon.