Hardware Supply Chain
topic on 2 shows · 2 statements across 2 episodes
2 statements about Hardware Supply Chain, every show
Patel: Frontier Model Value Is Outpacing Infrastructure Serving Capacity
“Economic value that the best model can deliver is growing faster Then our ability to actually serve those tokens to people via the infrastructure. And so this gap will continue to grow and the model labs will continue to have expanding margins until people in …”