ยท Bhanu Pratap
ยท AI & Machine Learning
The Silicon Decoupling: Meta's 1GW MTIA, OpenAI's $20B Cerebras Deal, and AI's Quiet Escape From Nvidia
Meta's Broadcom partnership, OpenAI's Cerebras contract, and Perplexity's on-device Personal Computer all point to the same shift โ the 'one vendor, one GPU, one cloud' AI stack is quietly unbundling.