Earlier quoted context omitted.
why AI revenue will not cover? Chinese models pushes prices down and quality up, that makes GPU-based automation more affordable, while covering more and more cases to automate. You can debate that llm producers will go bankrupt, some of them at least for sure. How do you lose in this market if you do gpu?
Some LLM companies paid with stocks instead of cash, or with a mix of cash and stocks. Sometimes Nvidia invested in companies and those companies used that money to buy Nvidia GPUs / NPUs. Nvidia can lose a lot of money if those companies fail. But even in the absolute worst case, Nvidia can go back to making video game GPUs and they will be fine. The problem is for everyone else who invested in AI. Especially Americ…
Re: Nvidia's $750B in Deals Reignite Circular AI Fears
#81This is the narrative I completely do not Get. The ai is here , it will eat lots of markets . There’s no way back . If one llm vendor will go bankrupt, their capacity will be picked up. In fact before that it will be absorbed by other vendors . If let’s say OpenAI will fall out of race , it will start slowly on the course of a year selling their commitments to the winner. It’s still unhealthy still tens of billions will evaporate but this is not something can cause apocalypse