There's a growing divide between inference GPUs and training GPUs.
Investors first need to ask what that ratio might look like in 10 years.
10-to-1? 100-to-1? Inference-to-Training
Assuming for each NVDA training GPU sold there are 100 open source / commodity GPUs doing inference, who owns and supplies those data centers and hardware?
Investors first need to ask what that ratio might look like in 10 years. 10-to-1? 100-to-1? Inference-to-Training
Assuming for each NVDA training GPU sold there are 100 open source / commodity GPUs doing inference, who owns and supplies those data centers and hardware?