I don't see it, instead of 100 GPUs running the AIs we have today, we'll have 10...

pertymcpert · 2025-01-27T23:22:12 1738020132

All other things being equal, less demand means lower profits. Even if demand still outstrips supply, it's still less demand expected than a month ago.

chpatrick · 2025-01-27T23:44:21 1738021461

If the demand is for reaching AGI then we'll still need all the GPUs NVIDIA can sell, we'll just get there faster thanks to DeepSeek.

CamperBob2 · 2025-01-28T01:31:39 1738027899

Bearish argument: "How can we adapt you to run on 8,000,000 NVidia GPUs instead of 80,000,000?"

That probably won't be the first question we ask AGI if/when we ever get there, but it will be near the top of the list.

Jlagreen · 2025-01-28T09:43:04 1738057384

Nvidia is already doing that.

What needed 1000k of Voltas, needed 100k of Amperes, needed 10k of Hopper, will need 1k of Blakwell.

Nvidia has increased compute by a factor of 1 million in the past decade and it's no where near enough.

Blackwell will increase training efficiency in large clusters a lot compared to Hopper and yet it's already sold out because even that won't be enough.