Morin: Nvidia will remain dominant in AI inference due to availability
Steeve Morin · Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings · Feb 24, 2025 · at 25:33
Steeve Morin, founder and CEO of ZML, explains why Nvidia retains its market position in AI inference despite competitors developing chips that are architecturally better suited for inference workloads.
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“The thing is these chips are on the market. They're here. I can, you know, out tab on Chrome and get one. That is something that, you know, I don't take lightly. Availability that is right. So I think Nvidia is used to stay at least if not for the H-one hundred, you know, bubble bust. Because these chips are going to be on the market and people will buy them and do inference with them.”
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