$INTC

Former high-ranking $AMD employee explaining the dynamics of ASICs and $GOOGL TPUs and the relationship of $GOOGL, $AVGO, $MRVL, and $INTC: 1. He thinks one of the main reasons why ASICs such as $GOOGL's TPUs are in demand is because the market wants options outside of $NVDA and because everybody is looking for better TCO in the inference space. The demand for inference was very limited up until now. That is why previous generations of TPUs were more focused on delivering raw compute power, as they were more geared towards training. Now that the market is moving into the inference side, $GOOGL and others are focusing more on inference chips. 2. The focus on inference means that we are moving away from just raw compute power with maximum thermals and maximum performance towards better p