Matt Maley believes only 1-2 hyperscalers will win, and Google and Amazon have the complete package to succeed. Google possesses a custom silicon moat with its TPUs that provides speed and energy efficiency, while Amazon also has what is needed to ride out the hyperscaler battle.
Matt Maley believes only 1-2 hyperscalers will win, and Google and Amazon have the complete package to succeed. Google possesses a custom silicon moat with its TPUs that provides speed and energy efficiency, while Amazon also has what is needed to ride out the hyperscaler battle.