The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
The bubble won’t pop. AI has become a national defense initiative. The only thing that will pop NVIDIA’s bubble is another chip designer coming out with something better. Maybe someone will use AI that ran on NVIDIA to build something else, therefore using NVIDIA to kill NVIDIA.
I think there is an AI bubble, but the aftermath will be like the dot com bubble: the internet didn’t go away, but a bunch of businesses that were only ever valuable because they were on the internet did.
OpenAI won’t go away, but a bunch of companies whose products are pretty much wrappers for ChatGPT will.
Funny, I would propose the exact opposite. OpenAI is doomed, they are committed to spending more money than they can ever hope to earn, and already have a hard time raising anything covering their operating expenses, let alone the training of new innovative models. Their life will only keep getting harder and they’ll never have it as good as they did in 2023.
On the other hand, alternative models get better every day and have tokens that cost a fraction of those from large model makers. Some of what you call ChatGPT “wrappers” actually have solid and healthy business models and are burning reasonable amounts of cash (reasonable for VC backed businesses anyway). They’ll just switch to cheaper models when price pressure tells them to and they’ll be fine.
Yeah, once the rents go up for access to ChatGPT, et al, (as they inevitably will) a lot of those companies are in for a rude awaking.
AI/ML is addicted to CUDA. AMD and even Intel have viable alternatives in terms of raw compute performance, but they’ll never natively support CUDA, and that’s what most of the software tooling is focused right now.
AI frameworks do support AMD and the coverage is only getting better
I personally think it will, but as part of bigger events. Like a power takeover. A few decades later, perhaps, not that soon. Imagine if someone\something respected and remembered as the ultimate good comes out of shadows to deliver our world (mostly the computer industry and the Internet) from evil (LLM bots, hate campaigns, all the black mirror stuff) by putting it all in hierarchical order and redoing all the political system along the way. Democracy has failed, it’s the rule of the loudest, thus of those with the best bots, all such things.
Wouldn’t be the first time, such technological changes often affect political system changes all over the world. Remember what coincided with automobiles, airships and airplanes, electric lighting and radio becoming popular.
Except in the 00s everyone thought the changes will all be nice and positive.