For the better part of two years, artificial intelligence technologies have been a nonstop gift for US equities investors. The Nasdaq 100 Index rose 92% from the start of 2023, adding more than $14 trillion in value and minting billions for a handful of tech executives and founders.
short term? maybe. long term? probably not. These models still need to run on GPUs even if they’re cheaper to run. This could induce demand for more GPUs.
short term? maybe. long term? probably not. These models still need to run on GPUs even if they’re cheaper to run. This could induce demand for more GPUs.