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Brilliant move by Microsoft. You want to be the one selling shovels during a gold rush, as they say?
by skadamat 3y ago
Brilliant move by Microsoft. You want to be the one selling shovels during a gold rush, as they say?
- whimsicalism 3y agonvidia is the shovel seller
- wing-_-nuts 3y agoquibble, but nvidia is the shovel maker. LLMs require a lot of vram but the underlying hardware requirements are actually fairly simple. There are already efforts in place to create inference specific ASICs. That'll absolutely eat into Nvidia's profit margins.
- skadamat 3y agoYeah computation has more layers and sellers, it's not a perfect analogy but good enough I feel