you are viewing a single comment's thread
view the rest of the comments
[–] 2 points 4 days ago

This! Yes. 100% agreed. Of maybe 98. I don't know if the large data center model ends, nor if he knows that.

I do know that Nvidia topline growth story cannot grow more than it's done with frontier models. It can though keep growing if local inference or anyway distributed inference becomes a thing. But if the market doesn't believe that, as frontier labs IPO it's Nvidia stocks that get sold otherwise.

  • source
  • parent