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The way it has destroyed the sacred commandment that you need massive compute to win in AI is earthshaking. Every tech company is spending tens of billions in A
by InkCanon 2y ago
The way it has destroyed the sacred commandment that you need massive compute to win in AI is earthshaking. Every tech company is spending tens of billions in AI compute every year. OpenAI starts charging 200/mo and trying to drum up 500 billion for compute. Nvidia is worth trillions on the basis it is the key to AI. How much of this is actually true?
- misiti3780 2y agoSomeone is going to make a lot of money shorting NVIDIA. I think in five years there is a decent chance openai doesnt exist, and the market cap of NVIDIA < 500B
- SkyPuncher 2y agoNaw, this doesn't lower the compute demand. It simply increases the availability for companies to utilize these models.
- aurareturn 2y agoDoesn't make sense. 1. American companies will use even more compute to take a bigger lead. 2. More efficient LLM architecture leads to more use, which leads to more chip demand.