Losers & Winners from Llama-3-400B Matching 'Claude 3 Opus' etc..
Losers:
- Nvidia Stock : lid on GPU growth in the coming year or two as "Nation states" use Llama-3/Llama-4 instead spending $$$ on GPU for own models, same goes with big corporations.
- OpenAI & Sam: hard to raise speculated $100 Billion, Given GPT-4/GPT-5 advances are visible now.
- Google : diminished AI superiority posture
Winners:
- AMD, intel: these companies can focus on Chips for AI Inference instead of falling behind Nvidia Training Superior GPUs
- Universities & rest of the world : can work on top of Llama-3
Losers:
- Nvidia Stock : lid on GPU growth in the coming year or two as "Nation states" use Llama-3/Llama-4 instead spending $$$ on GPU for own models, same goes with big corporations.
- OpenAI & Sam: hard to raise speculated $100 Billion, Given GPT-4/GPT-5 advances are visible now.
- Google : diminished AI superiority posture
Winners:
- AMD, intel: these companies can focus on Chips for AI Inference instead of falling behind Nvidia Training Superior GPUs
- Universities & rest of the world : can work on top of Llama-3