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The AI wildfire is coming. it's going to be painful and healthy

(ceodinner.substack.com)
117 points LordAtlas | 1 comments | 07 Dec 25 16:43 UTC | HN request time: 0s | source
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blibble ◴[07 Dec 25 18:15 UTC] No.46183724[source]▶
I don't see how nvidia come out of this stronger

their huge customers will be able to produce ASICs hat will be faster and cheaper to operate than their GPUs

jensen has to be the luckiest man in the world, first crypto, now "AI"

replies(7): >>46183797 #>>46184234 #>>46184327 #>>46185260 #>>46185339 #>>46185972 #>>46186595 #
malux85 ◴[07 Dec 25 19:29 UTC] No.46184327[source]▶
Gaming, then crypto, then AI - all GPU hungry!
replies(1): >>46184624 #
flopsamjetsam ◴[07 Dec 25 20:03 UTC] No.46184624[source]▶
And each one requiring an order of magnitude more GPUs than the last!
replies(1): >>46185034 #
1. bdangubic ◴[07 Dec 25 20:51 UTC] No.46185034{3}[source]▶
this trend will always continue with next big thing