News Nvidia inks order for 16,000 AI GPUs worth $500 million — Indian data center company seeks to own 32,000 Nvidia H100 and GH200 GPUs by 2025

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The smart players will write AI software that is GPU agnostic. In 5 years it is likely that Intel, AMD, Tesla, Google and Microsoft have solutions of their own twice as fast as what we have now at 20% of the current cost.

The chances of NVIDIA maintaining a commanding lead in AI 5 years from now are about as likely as the US federal government balancing it's budget for a single year.

It will also be interesting to see what happens with Intel's A818 process and AI hardware.
Competition is great!
 
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The chances of NVIDIA maintaining a commanding lead in AI 5 years from now are about as likely as the US federal government balancing it's budget for a single year.

Couldn't agree more, as Pat Gelsinger said, the entire industry is out to dethrone nvidia, and nvidia isn't the only player now, they are really good, but not the only player. Pat isn't dumb, but has said some stupid things, this statement however is an astute observation if not an obvious one. $60K "compute" devices aren't sustainable for nvidia, it would be a miracle if nvidia were to keep going at its present run rate.
 
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