AI ASIC Startups

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AI ASIC startups are doomed as NVIDIA GPUs become domain-specialized
“How can you look at this trend and then still be bullish on companies that are coming up with Asics for AI.”
Ali Taha Aug 3, 2026 ▶ 1:04:48 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten

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