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Analyst says NVIDIA will generate 80x more revenue from AI GPUs in 2024 than Intel

Analyst expects $40 billion in AI GPU sales for NVIDIA in 2024, while AMD estimated with $3.5 billion, and Intel. Intel's estimated to make $500 million.

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AI startup: AMD Instinct MI300X is far superior option to NVIDIA Hopper H100 AI GPU

CEO of AI startup TensorWave says that AMD's new Instinct MI300X AI accelerator is a far better option for AI workloads than NVIDIA's H100 AI GPU.

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Elon Musk says AGI will be smarter than the smartest humans by 2025, 2026 at the latest

SpaceX and Tesla CEO Elon Musk says that AGI being smarter than the smartest human is going to happy 'probably next year, within two years'.

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Elon Musk says training next-gen Grok 3 will require 100,000 NVIDIA H100 AI GPUs

Elon Musk said that training Grok 2 used around 20,000 NVIDIA H100 AI GPUs, while Grok 3 training will require 100,000 H100 AI GPUs.

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NVIDIA says next-gen B100 AI GPU will be supply constrained as demand far exceeds supply

NVIDIA says supply of its Hopper AI GPUs is improving, with demand 'very strong' while expecting next-gen B100 to be 'supply constrained'.

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