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the markets that Intel focuses on have larger/easier freedom of choice for the consumers, for one.

things are changing but there is a sort of "no one ever got fired for using nvidia for inference." thing going on.

Nvidia is still the only game in town for training at scale, and the fastest for inference (plus, at scale, the cheapest for inference, as hard as that sounds to believe)

Unless your town is in China

I think both Google and AMD both prove this is not true anymore.

To use Google chips you have to be Google, and AMD continues snatching defeat from the jaws of victory with almost every executive decision.

Anthropic and OpenAI both use large numbers of Google Tensor chips.

No. This is also not true anymore. In fact they are even letting other cloud providers buy them like Oracle.

https://www.oracle.com/news/announcement/ai-world-oracle-bri...

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