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GPUs 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 overni
by lumost 3y ago
GPUs 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.