2026-04-12 22:00:16

If Claude Mythos was actually trained on $AMZN's Trainium

And inference can be run efficiently on $GOOG's TPUs
Does this mean $NVDA's moat is disappearing before our eyes?
If Broadcom, Marvell, Alchip, and MediaTek can match $NVDA's offerings, companies won’t need to pay the $NVDA premium
Plus, $AMD is also offering very competitive accelerators at much lower prices

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