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@normanoro206
March 19, 2024 at 7:18 pm
The excitement surrounding Nvidia is kind of crazy. Of course, much of it is warranted because its chips (and now systems of chips when it comes to its latest offering) currently are the cornerstone of arguably the most consequential technology ever, artificial intelligence in general and generative AI in particular. This discussion with Antoine Chkaiban is refreshing because it grounds the hype surrounding Nvidia’s chips/systems in business fundamentals. This excitement isn’t purely the result of an echo chamber feeding on itself. Rather the excitement surrounding generative AI and the chips/systems that make it possible is grounded in real-world data centers that need these technologies in order to provide AI-related services to businesses that are trying to realize the benefits that technologies like large language models make possible. It’s also grounded in companies that need Nvidia chips/systems to continue making advances in AI. In fact, it’s easy to envision a kind of positive feedback loop taking hold where better chips/systems lead to more capable AI models, which in turn require even more advanced hardware to power the next round of innovation. As much as I myself am optimistic and excited about AI, I hope that if (or when) this feedback loop materializes, there’ll be greater transparency in place regarding how much energy these models require and how that’ll be sourced (just saying). Also, I’d imagine that as much as companies love Nvidia’s chips and systems, there must be at least some concern when it comes to having so many eggs in one basket. Antoine Chkaiban’s comment regarding there being room for companies like AMD is particularly insightful in this respect.