Apr. 12 at 1:23 PM
GPUs aren’t dying… that narrative is wrong
Everyone keeps pushing the “ASICs will replace GPUs” story… but the data doesn’t support it.
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Yes — custom chips like
$AMZN Trainium and
$GOOGL TPUs will grow. No debate.
But by ~2030? ASICs maybe ~25% of the market — not dominance.
Reality check: we’re still in the early innings of the AI supercycle.
At this stage:
⚡️ Devs need flexibility
⚡️ Models are evolving FAST
⚡️ Workloads aren’t standardized
That’s where GPUs win — and why
$NVDA /
$AMD remain core infrastructure.
Could they lose a few % share? Sure.
But in a market growing ~50–60% annually, that’s irrelevant.
This isn’t a zero-sum game… it’s an expanding pie.
Don’t get shaken out by bad narratives.
