Locator: 50478AI.
Compared to what my dad had as an investor when making investing decisions, wow, we have it so much easier.
Quick!
Rubin (GPU) Vera (CPU) will use HBM4 for its memory. From what company (Samsung, SK, or Micron) is Nvidia sourcing its HBM4?
Answer:
Next: Who is Micron's biggest customer? Nvidia, AMD, or Dell?
I think the following query was one of the most important queries I've asked regarding chatbots and GPUs, CPUs, and TPUs. I was not necessarily surprised by the answer per se; I was surprised by the "intensity" of the answer.
Query: Do those companies that make CPUs, GPUs, and TPUs, do these companies pay attention to market share of the chatbots (ChatGPT, Claude, Gemini, etc)? In other words, is is important to optimize chips for a specific chatbot or does it even matter?
Reply: warning -- it's a somewhat long reply:
