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All other things being equal, less demand means lower profits. Even if demand still outstrips supply, it's still less demand expected than a month ago.
by pertymcpert 2y ago
All other things being equal, less demand means lower profits. Even if demand still outstrips supply, it's still less demand expected than a month ago.
- chpatrick 2y agoIf the demand is for reaching AGI then we'll still need all the GPUs NVIDIA can sell, we'll just get there faster thanks to DeepSeek.
- CamperBob2 2y agoBearish argument: "How can we adapt you to run on 8,000,000 NVidia GPUs instead of 80,000,000?" That probably won't be the first question we ask AGI if/when we ever get there, but it will be near the top of the list.
- Jlagreen 2y agoNvidia is already doing that. What needed 1000k of Voltas, needed 100k of Amperes, needed 10k of Hopper, will need 1k of Blakwell. Nvidia has increased compute by a factor of 1 million in the past decade and it's no where near enough. Blackwell will increase training efficiency in large clusters a lot compared to Hopper and yet it's already sold out because even that won't be enough.