I doubt it. Regardless of the current stage of machine learning, everyone is now tuned in and pushing the tech. Even if LLMs turn out to be mostly a dead end, everyone investing in ML means that the ability to do LOTS of floating point math very quickly without the heaviness of CPU operations isn’t going away any time soon. Which means nVidia is sitting pretty.
See Sun Microsystems after the .com bubble burst. They produced a lot of the servers that .com companies were using at the time. Shriveled up after and were eventually absorbed by Oracle.
Why did Oracle survive the same time? Because they latched onto a traditional Fortune 500 market and never let go down to this day.
As far as I understand, the GPUs that LLMs use aren’t exactly interchangeable with your regular GPU. Also, no one needs that many GPUs for any traditional use cases.
They will eat massive shit when that AI bubble bursts.
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I doubt it. Regardless of the current stage of machine learning, everyone is now tuned in and pushing the tech. Even if LLMs turn out to be mostly a dead end, everyone investing in ML means that the ability to do LOTS of floating point math very quickly without the heaviness of CPU operations isn’t going away any time soon. Which means nVidia is sitting pretty.
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It means having a shot at getting a good gaming gpu for cheap
As far as I understand the tech, those things aren’t really interchangeable :(
See Sun Microsystems after the .com bubble burst. They produced a lot of the servers that .com companies were using at the time. Shriveled up after and were eventually absorbed by Oracle.
Why did Oracle survive the same time? Because they latched onto a traditional Fortune 500 market and never let go down to this day.
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No they won’t, this tech isn’t going to go away Even if it plateaus. All the gpus they make will still get used.
The internet didn’t go away but there was still a .com bubble
As far as I understand, the GPUs that LLMs use aren’t exactly interchangeable with your regular GPU. Also, no one needs that many GPUs for any traditional use cases.