GPU

“Today, there's too many GPUs, NVIDIA's writing off tons of inventory.”

“The kind of creative energy around generative machine learning sort of comes from the fact that, like, you've got all the stat ready, so you're basically free-riding on top of, not free-riding, but you're sitting on top of cloud, the web, broadband networks, f…”

“NVIDIA sold whatever the number is fifteen billion dollars of GPUs last quarter up from, you know, two or three the same quarter last year.”

“And the paradox is like right now they can name their price, but that isn't where we're going to be in five years. You can argue about how quickly the infrastructure gets built out and how fast the GPUs arrive, blah, blah, blah, blah. Fine. But that's a supply…”