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> It will take a minimum of 5-10 years to see a meaningful change, if it's not already too late. It isn't too late and I'm betting it will be closer to 5 than
by latchkey 3y ago
> It will take a minimum of 5-10 years to see a meaningful change, if it's not already too late.
It isn't too late and I'm betting it will be closer to 5 than 10.
> It's going to be extraordinarily expensive to build in the GPU data center space at scale.
It already is expensive. But it isn't just NVIDIA doing it. CoreWeave is the largest and certainly backed by NVIDIA, but they are a separate business. AMD doesn't have to do it on their own either.