Nvidia chips have led in the training of AI models, but it has faced an onslaught of competition in inference, the process whereby a trained model is applied to real-world data to generate answers through reasoning.
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"There has to be a better way in line with our history," Isaacman said. "We did not just jump right to Apollo 11. We did it through Mercury, Gemini, and lots of Apollo missions, with a launch cadence every three months. We shouldn't be comfortable with the current cadence. We should be getting back to basics and doing what we know works."