Cerebras Supernova: Dylan Patel (Semianalysis) on the new chips challenging Nvidia
New players like Etched are challenging Nvidia's dominance in chip manufacturing.
“I find it incredibly exciting that Etched has managed to go from nothing to shipping a rack ... in a couple of years.”— Dylan Patel
Dylan Patel highlighted the emergence of new companies in the chip industry, such as Etched, which has quickly progressed to shipping equipment. This signifies a potential shift in the market landscape, bringing competition to established players like Nvidia.