Jacob got his hands on a gaming PC for the first time when he was about 12 years old. He swiftly realised the local PC repair store had ripped him off with his build and vowed never to let another soul build his rig again. With this vow, Jacob the hardware junkie was born.
Few things are more certain than Jim Keller, ex-AMD and ex-Tesla engineer and current CEO of AI computer company Tenstorrent, making bold claims in public appearances. There is at least one thing more more certain than this, however, this being that Nvidia is firmly cemented as the king AI hardware.
After achieving dominance in the mainframe market for businesses, in the 1980s IBM went on to spawn the personal computer, for a while being the only real game in town for PCs. If you said"PC," you were talking about IBM. That's what Keller seems to have in mind when he talks about Nvidia and AI.Putting aside the obvious concerns over monopoly, to follow through on Keller's analogy we shouldn't forget what happened with IBM back in the 1990s and early 2000s.
This is even more important to remember in such an incredibly new market as the AI one. We don't know how any of it will turn out, but there are already intimations that the AI datacentre market is built on slippery foundations.) reckons that, to pay for the AI infrastructure they've erected, AI companies need to earn about $600 billion per year, which even optimistic projections say is impossible. This could hint the growth of a financial bubble that nobody wants to see pop.
In which case, if Nvidia had the foresight to get in on the booming AI chip fabrication market before anyone else, maybe it also has the foresight to grow a scary bubble that unforeseen revenue-generating innovation will fill.
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