Comments on: The World Will Eat $2 Trillion In AI Servers, AI Will Eat The World Right Back https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 30 Oct 2024 05:03:01 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Timothy Prickett Morgan https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-238130 Tue, 22 Oct 2024 13:49:16 +0000 https://www.nextplatform.com/?p=144859#comment-238130 In reply to Paul Berry.

Good questions. I find that the best way to predict the future is to live it. And maybe even that is probably generous.

I completely agree that these prognostications seem to assume Nvidia, AMD, and the AI chip startups drive the market. But I will also say that HBM and CoWoS limit all players, and do so unequally because might makes right makes volume in this business. Google and AWS and Meta Platforms and Microsoft have as much money as Nvidia, so it will be interesting to see who wins that battle for capacity at what price. I think in the long run the hyperscalers will largely do their own AI chips and the clouds will treat GPUs like legacy, multi-purpose platforms and they will pass the premium Nvidia charges onto customer — much as happens with X86 CPUs already.

]]> By: Paul Berry https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-238126 Tue, 22 Oct 2024 13:07:16 +0000 https://www.nextplatform.com/?p=144859#comment-238126 In the 3-5 year time frame will the big 10 AI shops all have their own AI accelerators? Will they still be buying Nvidia, or paying the margin back to their own bottom line? Will the money be in licensing AI tensor core designs like the arm business model?

]]> By: Mehdi Zoghlami https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-238038 Mon, 21 Oct 2024 15:09:41 +0000 https://www.nextplatform.com/?p=144859#comment-238038 I won’t be surprised if it goes to the tens of trillions. Building the MATRIX is not cheap.

]]> By: Seshu https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-237969 Sun, 20 Oct 2024 15:00:23 +0000 https://www.nextplatform.com/?p=144859#comment-237969 The $2T estimate matches Jensen Huang’s 5-year forecast. But that’s where it ends. His forecast is $1T for immediate term (which I am assuming is 12 – 24 months) and $1T for long term (3 – 5 years). However, he isn’t explicit on what his forecast includes? Are analysts raising NVDA target price assuming that the $2T is for AI Accelerator sales alone. Hope to see your analysis of NVDA’s AI Accelerator and Infiband switch growth.

]]> By: HuMo https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-237890 Sat, 19 Oct 2024 17:46:50 +0000 https://www.nextplatform.com/?p=144859#comment-237890 In reply to Timothy Prickett Morgan.

Ah, the perfect weekend blend of bluegrass and AI … Jerry Douglas’ Fluxology meets BarGPT’s mixology (killer app)! q^8 ( https://www.bargpt.app/search/elysian )

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-237881 Sat, 19 Oct 2024 11:54:00 +0000 https://www.nextplatform.com/?p=144859#comment-237881 In reply to HuMo.

It is more of a Dorbro with a solid brass slide from my Dad, and a Leffe as I cooked down five gallons of apples culled from trees up and down the Blue Ridge Parkway, followed up by an Elysian after teh kids are asleep, but same idea….

]]> By: HuMo https://www.nextplatform.com/2024/10/18/the-world-will-eat-2-trillion-in-ai-servers-ai-will-eat-the-world-right-back/#comment-237849 Fri, 18 Oct 2024 23:04:33 +0000 https://www.nextplatform.com/?p=144859#comment-237849 Thank God It’s Philosophical Friday, at TNP! Where else might one productively cogitate the role of Jung’s I-Ching inspired synchronicity on the metaphysics of the datacenter AI Ka-Ching zeitgeist gastronomy … with a drink and a banjo!? 8^b

]]>