Like Google is, They are burning huge amounts of cash without a potential revenue down the line. This will bring the behemoth down. Only hw companies will profit from them like NVIDIA. Compared against the everyday value for average joe, the cost of running that LLM is significantly higher.
Nah. These models are getting cheaper to run and hardware is getting more optimized everyday. Eventually NVDA and AMD will be a race to the bottom.
Yep. Just wait until the rubber hits the road in the next year or two.
In all gold rushes, the one who sold shovels made most money… so… NVIDIA AMD
The investment by companies like Google is getting so large that they will have to either win against every tom dick harry generative AI or shut the doors. They need to capture near 100% of all AI paying customers to make $$
Does NVDA make an FPGA? That’s the real moneymaker long term probably. A chip they can iterate on quick
HW companies and cloud companies Azure, GCP, AWS are making plenty of money off this. Amazon invested $4B into Anthropic but Anthropic committed to spend $3B back on AWS, many other companies buy cloud without any investment in return from big tech.