While I am no fan of NVIDIA, they are effectively a Monopoly for CUDA GPU.
This means that cash revenue will likely remain high long after the LLM hype bubble undergoes correction. The market will eventually saturate as incremental product improvements stall, and demand rolls off rather than implodes. =3
alt Hacker News
While I am no fan of NVIDIA, they are effectively a Monopoly for CUDA GPU.
This means that cash revenue will likely remain high long after the LLM hype bubble undergoes correction. The market will eventually saturate as incremental product improvements stall, and demand rolls off rather than implodes. =3