> Really though, LLM makers have only one true supplier: NVIDIA
The argument relies on the axiom that NVIDIA will have a persistent hardware advantage. Maybe they will, but even if they were always 2 years ahead of the competition, if NVIDIA-trained LLMs would 'good enough' in 2025, then non-NVIDIA-trained LLMs would be 'good enough' in 2027.
The argument relies on the axiom that NVIDIA will have a persistent hardware advantage. Maybe they will, but even if they were always 2 years ahead of the competition, if NVIDIA-trained LLMs would 'good enough' in 2025, then non-NVIDIA-trained LLMs would be 'good enough' in 2027.