Asics

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 18, 2025 by Dwarkesh Patel · across every show →

Everything said about Asics, oldest first

Jun 18, 2025 bearish

Prediction Held up

Dwarkesh: Hyperscaler ASICs will come online from all major providers

“And so that just sets up a huge incentive for all these hyperscalers to build their own ASICs, their own accelerators that replace the Nvidia ones. Which I think will come online over the next few years from all of them.”

Dwarkesh Patel Jun 18, 2025 ▶ 47:57 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition

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Asics

Everything said about Asics, oldest first

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