Mar. 16 at 8:43 PM
Vera CPU features 88 custom
$NVDA Olympus cores (Built on
$ARM v9.2).
Vera will be sold on its own racks, Vera-Rubin, as well as new Groq LPU racks.
Contrary to those telling you that x86 is going to massively benefit from the rise of CPUs (
$AMD $INTC) the real winner will once again be ARM.
You quite simply don’t own enough, especially when ARM comes out with custom ASICs potentially next week with
$AVGO and its own chips and chiplets for edge devices and robots.
Intel might survive as it can lure some ARM manufacturing business to its fab, but long AMD is simply not justifiable.
It’s long Nvidia, ARM, AVGO in compute.
