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