Former executive at Codasip sro
- Evolution of customer spend on AI hardware, pricing and TCO (total cost of ownership) trends
- Competitive dynamics vs Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Tenstorrent, Ampere, Blaize, Cerebras, Groq and SambaNova
- Strengths and weaknesses of hardware approaches vs IP approaches such as Imagination Technologies and Codasip
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