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NVDABEARAMDCBRSBULLMIXEDCore thesis · 5/5

Dedicated wafer-scale architectures surpass GPUs in AI inference

Specialized, non-GPU silicon architectures placing memory directly adjacent to compute overcome traditional memory bandwidth bottlenecks in AI workloads.

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NVDA: Dedicated wafer-scale architectures surpass GPUs in AI inference · Zortix