"The hype cycle of artificial intelligence, powered by Nvidia chips, is nowhere near over"..
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"After the company listed in 1999 it pioneered the graphics processing unit (GPU), starting with the GeForce 256. GPUs were later configured so they could cope with the data needed to train large language models for generative AI."..
"Geopolitics have curtailed the potential market. Last year, the US banned exports of cutting-edge chips to China. Nvidia’s chief executive Jensen Huang has spoken about the dangers of more restrictions on a market that accounts for up to a quarter of data centre sales..
"But sales of Nvidia’s H100 and A100 chips elsewhere are rising. Saudi Arabia and the United Arab Emirates are the latest buyers hoping to develop generative AI capabilities...
"It is reasonable to ask what sort of threat is posed by the determination of Big Tech companies to develop their own AI chips. Alphabet is working on a tensor processing unit (TPU) designed for the job."..
"For proof that growth can continue, look at the speed with which Nvidia is trying to ramp up production — an illustration of shortages in the market. Next year it plans to triple shipments of H100s."..
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#OpenAI #ChatGPT
archive.is
#OpenAI #ChatGPT
"The company remains the only chipmaker to exceed a market value of $1tn. The gap between demand for AI chips and the number Nvidia can make sets the stage for further gains.
Lex is bullish on Nvidia. Are you?"
Lex? 🍿
Lex is bullish on Nvidia. Are you?"
Lex? 🍿
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