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Nvidia Envy: understanding the GPU gold rush

blog.johnluttig.com · 5,740 words · saved by 2 readers

With internet, SaaS, and mobile tailwinds in the rear-view mirror, the tech industry has become cash-rich but growth-poor. 2023 marked an unexpected return to dot-com era growth across ChatGPT, Midjourney, Character, and Copilot. Even more viral was the growth in the number of tech companies wanting a part of the newfound tailwinds. Multiple factors drove the launch success of the 2022 AI products: magical user experiences, large-scale data acquisition and refinement, engineering team quality, viral press distribution, and scaled compute. Most of those advantages are hard, if not impossible, to replicate. Thanks for reading luttig's learnings! Subscribe for free to receive new posts and support my work. Subscribe For the thousands of cash-rich and growth-poor tech companies that were caught off guard, the easiest thing to copy was the large-scale GPU purchasing, and figure out the rest later. This made Nvidia the AI kingmaker, as they could determine who was worthy of purchasing their

Nvidia Envy: understanding the GPU gold rush In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure? John Luttig Nov 10, 2023 64 4 4 Share The GPU gold rush, generated by DALL·E 3 With internet, SaaS, and mobile tailwinds in the rear-view mirror , the tech industry has become cash-rich but growth-poor. 2023 marked an unexpected return to dot-com era growth across ChatGPT, Midjourney, Character, and Copilot. Even more viral was the growth in the number of tech companies wanting a part of the newfound tailwinds. Multiple factors drove

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