6 Comments
Mar 5Liked by Tech Fund

This is a great deep dive, thanks for sharing

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The BofA Securities analyst covering NVDA has commented on <10% of data centers being accelerated. I’ll see if I can’t find the note from last year and send it over to you. All that to say though, it fits your narrative as well at <10%.

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With the exponential growth in AI model sizes, the demand for greater GPU computing clusters is undeniable. While Nvidia's capex phase seems poised to continue, it remains to be seen how long this trend will last and if demand for inferencing will meet expectations. As we move towards a more diversified revenue stream from enterprise and government markets, it's clear that AI adoption is on the rise. In the battle of hardware and software innovation, Nvidia is looking to maintain its edge through a one-year release cycle for data center GPUs and powerful ARM-based CPUs like Grace Hopper. It will be fascinating to see how these advancements shape the future of accelerated computing.

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