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There costs are lower…for now. Do you think Microsoft is going to subsidize them forever?
by scarface_74 3y ago
There costs are lower…for now. Do you think Microsoft is going to subsidize them forever?
- lumost 3y agoGPUs will be cheaper later. GPUs have still been tracking Moore's law, enterprise GPUs went from a niche product to being the hottest enterprise hardware overnight. Margins on H200's are massive from what I understand. I would bet that we'll see massive competition in the hardware space from AMD, NVDA, MSFT, AMZN, and GOOG + startups. We're likely to see an 8-16x reduction in hardware costs over the next decade. That's about enough to shrink the current GPT-4 inference endpoints to a laptop/desktop sized hardware footprint.