In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure?
This article is a masterpiece.
Always enjoy your posts, John. Very clear and thoughtful
Seems like their go forward growth targets are dependent on startups (more than 50% of H100 demand) building more foundation models. How feasible do you think that is given changing environment for AI funding?
Thoughtful, well written post ! 🔥 WOW