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Peter Yang on Twitter: "5/ In a gold rush, sell the shovels. Nvidia's GPUs could be the most lucrative shovels ever. If you found this thread helpful, follow me @petergyang and RT the first tweet below:" / Twitter

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To view keyboard shortcuts, press question mark View keyboard shortcuts Messages Home Explore Notifications Messages Lists Bookmarks Twitter Blue Profile More Tweet sachi (she/her) @nosachthing Thread See new Tweets Conversation Peter Yang @petergyang · May 27 2/ But GPUs are just one part of the story. Nvidia launched the CUDA computing platform in 2007 to make it easier for people to program GPUs. This made it much easier for AI players to adopt Nvidia's chips vs. competitors. From Nvidia: 4 134 2,614 899.5K Peter Yang @petergyang · May 27 3/ It turns out that GPUs are also well suited for the data processing and model training demands of generative AI. From an analyst: "Training AI models demands chips that have large memory...Nvidia is the only company making those chips.” Nvidia's A100 chips cost $10K each. 11 202 2,959 853.6K Peter Yang @petergyang · May 27 4/ The market opportunity is huge. From CEO Jensen Huang: "The world has $1 trillion of data center installed, and

Peter Yang @petergyang May 27, 2023 Nvidia ($960B) is now worth more than: - Facebook ($665B) - Tesla ($618B) - Netflix ($168B) This is a company that started 30 years ago at Denny's and was for decades only a video game chip maker. Here's why Nvidia is surging: 733 0 7 3 3 8K 0 8 K 75K 0 7 5 K 23M 0 2 3 M

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