A shifting value chain (OpenAI and Anthropic gaining importance) and what it means for the cloud providers; also market share, CapEx, and revenue growth updates.
If the GPUs depreciate over a short period of time, how do they expect these capex investments to level out? And, if you buy the statement that GPUs become obsolete over 3-4 years, will we see a flooded market of cheap, non-SOTA units in 3-4 years, potentially making inference extremely cheap?
My glorious king is back. The day got a bit sunnier
hahaha
What's interesting to me is how much equity BigTech has in BigAI. Interesting thoughts.
If the GPUs depreciate over a short period of time, how do they expect these capex investments to level out? And, if you buy the statement that GPUs become obsolete over 3-4 years, will we see a flooded market of cheap, non-SOTA units in 3-4 years, potentially making inference extremely cheap?