Topic: ai scaling limits

Nvidia's $46.7B Q2 Triumph: Next Challenge Is Inference ASICs

Nvidia reported a record $46.7 billion in Q2 revenue, driven by a 56% surge in data center sales, highlighting its dominance in AI infrastructure. Despite Nvidia's strong position, competitors like Broadcom and tech giants such as Google and Meta are advancing with custom ASICs, aiming for cost e...