Models have become a commodity, hardware not so much; why would Nvidia care? It's the models who are competing primarily, not hardware manufacturers.
Also, models are software, so easy to switch out. AI hardware otoh has a approx. 3-5 year useful life, I don't see how this affects hardware already running, or getting built.
Models have become a commodity, hardware not so much; why would Nvidia care? It's the models who are competing primarily, not hardware manufacturers.
Also, models are software, so easy to switch out. AI hardware otoh has a approx. 3-5 year useful life, I don't see how this affects hardware already running, or getting built.