POPA Recon📰Memory Long source
📰Memory Long source 1. I'm not saying NVIDIA is ending - Learning is still all about GPUs, HBMs, and networking - NVIDIA Continue to Be Strong in this Area - However, not all AI demand stays only in learning 2. The inference market is splitting - Speed matters in reasoning where a person waits for an answer - So even fast inference chips like Cerebras and Groq are meaningful - But this market is tied to man's time 3. The big thing is agent reasoning - A structure in which AI does not just answer, but works directly and continues to record - Long context, state storage, and memory are more i…
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