CEO Jensen Huang claims his AI chip business is diversified, but his own company’s filings suggest just a few whales account for every second dollar in revenue during the past quarter.
I hope this bubble bursts soon I'm getting real tired of it.
I guess these whales do benefit from more efficient llms as well, it's not like their choice is "expand compute power" XOR "use more efficient llm". Worst case they can rent spare compute power to other companies.
I guess these whales do benefit from more efficient llms as well, it's not like their choice is "expand compute power" XOR "use more efficient llm". Worst case they can rent spare compute power to other companies.
Maybe. Idk
Yeah this is true. For companies that operate the scale of FAANG, even seemingly insignificant savings add up to become significant.