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AI’s $200B Question | Sequoia Capital

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GPU capacity is getting overbuilt. Long-term, this is good for startups. Short-term, things could get messy. Follow the GPUs to find out why.

AI’s $200B Question GPU capacity is getting overbuilt. Long-term, this is good. Short-term, things could get messy. By David Cahn Published September 20, 2023 The Generative AI wave, which began last summer, has gone into hyperspeed. The catalyst for this double acceleration was Nvidia’s Q2 earnings guide and subsequent beat. This signaled to the market an insatiable level of demand for GPUs and AI model training. Before Nvidia’s announcement, consumer launches like ChatGPT, Midjourney and Stable Diffusion had raised AI into the public consciousness. With Nvidia’s results, founders and investo

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