I'm not saying the bet is against Nvidia the company as in how it executes, or enters new markets. the bet is against the high margins in inference - when othe

I'm not saying the bet is against Nvidia the company as in how it executes, or enters new markets. the bet is against the high margins in inference - when other capable players have entered the market as models become commoditized and the inference serving chips as well. Cerebrus ai etc are already showing custom silicon can make a dent while being served cheaper & faster.