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Nvidia is likely to have a $36-40 B revenue year this year and next because of massive customer investments. Meta is spending $8 B on their gear and about the s
by 1letterunixname 3y ago
Nvidia is likely to have a $36-40 B revenue year this year and next because of massive customer investments. Meta is spending $8 B on their gear and about the same next year. OpenAI+Microsoft are likely following suit with several billion in server buildout. I'm curious if Google or Apple will be adding large swaths of AI boxes to their fleet too.
- hackernewds 3y agoRidiculous. This implies infinite supply. Neither the supply chain, nor nature is designed to churn out GPUs like this. That $ will take time to be captured.