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How Nvidia Rewrote the Rules of Chip Making

  • Nvidia takes a different approach to chip-making, using a sophisticated system for sorting and repurposing chips based on their performance levels.
  • They have built an ecosystem around their hardware, with their CUDA software becoming the standard for programming AI applications on GPUs.
  • Nvidia's acquisition of Mellanox has allowed them to optimize data movement between their GPUs, giving them a competitive advantage.
  • Nvidia's success is evident in their significant revenue growth, but they now face challenges from competitors and regulators.

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