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The Future of Compute: NVIDIA's Crown is Slipping

mohitdagarwal.substack.com · 5,792 words · saved by 1 readers

Demand consolidation, changing compute mix, custom silicon, and distributed training will hurt NVIDIA's pole position.

The Future of Compute: NVIDIA's Crown is Slipping Demand consolidation, changing compute mix, custom silicon, and distributed training will hurt NVIDIA's pole position. Mohit Agarwal Oct 25, 2024 118 12 Share Jensen Huang delivering the world's first DGX-1 server to OpenAI in 2016. Credit: Tom’s Hardware No one has benefitted from the scaling hypothesis quite like NVIDIA. On the back of an AI boom and GPU monopoly , they’ve become the fastest scaling hardware company in history–adding $2T of value in 13 months with SaaS-like margins . While the H100 generation likely represents peak pricing po

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