The New AI Startup Moat: Why Inference Chips Beat Big Models
What Changed and Why It Matters The center of gravity is shifting from model training to inference. The money, latency, and user experience are all downstream of how cheaply and…
SAN ANSELMO, CALIFORNIA - JANUARY 27: In this photo illustration, the DeepSeek app is displayed on an iPhone screen on January 27, 2025 in San Anselmo, California. Newly launched Chinese AI app DeepSeek has surged to number one in Apple's App Store and has triggered a sell-off of U.S. tech stocks over concerns that Chinese companies' AI advances could threaten the bottom line of tech giants in the United States and Europe. (Photo Illustration by Justin Sullivan/Getty Images)
DeepSeek’s efficiency play: when smarter code beats more GPUs
What Changed and Why It Matters DeepSeek showed that software can outpace scale. They trained on Nvidia’s export-limited H800s and leaned on low-level PTX, not CUDA. The result: high-end performance…
How Nvidia’s startup bets are locking in the entire AI stack
What Changed and Why It Matters Nvidia isn’t just selling chips. It’s financing, co-building, and standardizing the software layer that runs on them. Recent reporting and investor notes point to…