SemiAnalysis, a respected research firm, just divided the tech world into 2 groups.
You now actually have to have the tech components, other infrastructure, and a smart plan to deploy this incredibly expensive gear.
The GPU-PoorPatel and Nishball divide the tech industry into 2 main groups: The "GPU-poor" and the "GPU-rich."
Then there are well-known AI firms, such as Hugging Face, Databricks, and Together, that are also GPU-poor.
The internet giant is "the Most Compute Rich Firm In The World," with "unbeatably efficient architecture," Patel and Nishall wrote.
Persons:
you've, Dylan Patel, Daniel Nishball, Patel, Jules Verne, Rich Patel, Nishball, Elon Musk's, Nishall
Organizations:
Morning, Nvidia, Google, Meta
Locations:
Saudi Arabia, UAE