ASICS chips
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 28, 2026 by Jerry Murdock · across every show →
Everything said about ASICS chips, oldest first
Feb 28, 2026 bearish
Jerry Murdock: Autonomous agents will drive shift from Nvidia GPUs to ASICs
“And my guess is this will lead to the rise of open source models more, more proficiently. And that it's going to lead to the rise of ASICS chips, because what's going to happen with ASICS is you're going to put the model on the chip. You know, ASICS is going t…”