The More You Buy, The More You Lose

Where's Your Ed At
Read full post
NVIDIA's Blackwell GPUs were initially claimed to reduce large language model inference costs and energy use by up to 25x, but recent case studies suggest the actual improvement is closer to 10x. Despite these gains, AI startups have not become profitable, and massive investments in generative AI by hyperscalers have yet to yield proportional new revenue. The overstated efficiency claims have gone largely unchallenged in the media, while the financial impact on the AI industry remains uncertain.

More in Chips & Compute

Chips & Compute4 min read

Jensen Huang explains why Nvidia will grow an astounding 70% next year

TechCrunch

Microsoft AI Focused Data Center Plan to Add 26 Gigawatts of Compute

Bloomberg

Tencent-Backed Chipmaker Enflame Jumps 188% in Shanghai Debut

Bloomberg