Opinion: transformer will eventually be replaced — can Nvidia disrupt itself and stay ahead?
yangyi · x · 2026-08-18
The author argues a black swan is inevitable: transformer gets replaced, and GPUs are displaced along with it. The real question is whether Nvidia can keep its absolute lead through this innovation revolution by disrupting itself first.
Related event: Nvidia's Monopoly May Only Fall to a Computing Paradigm Shift(2 posts)→
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