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It's a shame that you didn't touch on AI, as that seems to be the most exciting area
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@Krush82 The reason is quite simple: AI and microchips are fundamentally different things ;)
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•@Krush82 Or to make it clearer: Put simply, an AI is a type of software that makes calculations... You can basically write this software yourself and run it on your PC or cell phone... Would work, but it's really slow... To make the calculation faster, better software (chatgpt) and/or better hardware (Nvidia) can be used... This is also the reason why Nvidia and $SMCI are currently benefiting so much...
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•9Mes
@InternetExplorer Nvidia GPUs are actually just graphics chips that happen to work well as all-rounders for AI. However, they are not the best chips for AI-specialized applications. The chip start-ups Cerebras and Groq have or are developing more powerful chips for e.g. the interference of large language models such as chatgpt and co
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