zlacker

>>fancy_+(OP)
You can tell from the tone of this letter and the bizarre reference to agenetic AI he is completely clueless. Compare this to someone like Jensen, a nerd's nerd who gets up on stage with the latest GPU, can talk about new CUDA API's and goes deep on specs like memory bandwidth. He knows exactly who his customer is, and what kinds of workloads they run for AI.

It's just such a massive difference. You can tell Lip-Bu spends his weekends playing golf while Jensen is checking out the latest model from Huggingface.

You can't buy passion or genuine interest in what you're doing.

>>iamlep+4f

  You can tell from the tone of this letter and the bizarre reference to agenetic AI he is completely clueless.

Why? He's basically saying Intel needs to focus on inference (agentic AI) and not training because they can't catch Nvidia.

>>aurare+HN
I'm afraid without memory bandwidth they can't compete on inference either. Not on large scale. Which leaves local small models.