AI hardware, which was a $10 billion industry in 2021, is expected to be an $89 billion industry by 2030.
The clear winner here besides the software industry will be the semiconductor industry. Right now, most of the large language-models are running on a GPU that is most likely made by Nvidia NVDA.The clear winner here besides the software industry will be the semiconductor industry. Right now, most of the large language-models are running on a GPU that is most likely made by Nvidia NVDA .
The amount of GPU and computer power that will be required to deliver generative AI on a global scale will be orders of magnitude higher than traditional search. Other generative AI workloads will have a similar impact. Enterprises and cloud providers looking to deploy large language models and other AI intensive workloads at scale will be carefully considering those cost and power implications.
AMD has proven a fierce competitor, with continuous execution and strong innovation over the past several years and, coupled with some of Intel’s challenges, has become a consistent outperformer. This trendline has been evident with its rapid growth in client and datacenter market share over the past few years as Intel has diligently worked to shore up its process flaws that led to product delays.
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