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The cloud computing movement has provided incredible investment returns in recent years. But the industry is changing quickly, and leaders like NVIDIA are at risk of losing share to customized chips that now serve specific applications. Liftr Insights' Paul Teich offers an incredible perspective on what is going on in the cloud and new tasks like inference processing will mean for its future. This is an absolute must-watch (or, if you prefer the transcript, a "must-read") for anyone actively investing in the cloud!
