GPU compute
2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Dec 18, 2024 by Daniel Dines · across every show →
Everything said about GPU compute, oldest first
Dec 18, 2024 negative
Dines: Scaling GPU compute with current algorithms will not yield godlike AI
“Look, I think it's, it would be an easy investment if there is a predictable outcome, but I don't, do you really think that just adding GPUs and with the existing algorithm to train, they will suddenly become, become godlike, intelligent? I don't understand. A…”
Apr 14, 2026 negative
Midha: Tech Is in a GPU Wastage Bubble, Not an AI Bubble
“We're not in an AI bubble for sure. I'll tell you that, which is the question I keep getting asked. We are definitely in a GPU wastage bubble where there are stranded pockets of compute, like billions of dollars of compute that are sitting unutilized.”