Inference will overtake training by 2027, per McKinsey.
By 2030, the expected split is 60/40.
Find out what this means for both $NVDA and $GOOG, plus three converging trends that AI investors can’t ignore.
https://t.co/LmRvqQ9Rz7
Google blew the doors off Q1 with Cloud accelerating, margins expanding, and backlog +400% YoY. But the most pivotal news this quarter was the April announcement that $GOOG will start selling TPUs to third parties.
In this week’s analysis, I look at whether $GOOG = $NVDA on inference. Link in bio.
JUST IN 🚨: Alphabet $GOOGL surpasses Nvidia $NVDA as the world's most valuable company after soaring to $399 in after hours making it worth more than $4.8 Trillion 📈📈📈
What a legend @FalleNCS
From knowing you from 1.6 and to follow your insane story in CS:GO with kabum to winning majors.
An inspiration to the scene, always have been and always will.
I remember watching the Rio major from the stands with you, to have a moment with you and discussing the game furia was playing ❤️
Enjoy the rest of the year