No shit sherlock. I'm waiting for them to capitalize on their massive advantage for a while now, their moat is really strong and they have the CAPEX to do serious damage to the competition should they wish to enter the race.
My bet is that they will be more bullish on inference at the edge following up on the whole Mac Mini frenzies plus tiny models becoming more and more capable over time.
https://archive.is/g1iGc
No shit sherlock. I'm waiting for them to capitalize on their massive advantage for a while now, their moat is really strong and they have the CAPEX to do serious damage to the competition should they wish to enter the race.
My bet is that they will be more bullish on inference at the edge following up on the whole Mac Mini frenzies plus tiny models becoming more and more capable over time.