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Even if 'regular' companies stopped demanding GPU's from NVIDIA, that demand would just transfer to cloud providers, which would keep buying those sweet H100. I
by rafaelero 3y ago
Even if 'regular' companies stopped demanding GPU's from NVIDIA, that demand would just transfer to cloud providers, which would keep buying those sweet H100. It's not a misguided AI strategy that is pumping the price. It's just a regular gold rush.
- cs702 3y agoI never said most companies are buying GPU's from Nvidia. What I said is that they're spending money, for a variety of AI and AI-related services provided by third parties. Those third parties, in turn, are buying GPU's.
- deleted 3y ago[deleted]