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that makes sense to me in a conceptual sense however inference is very profitable and plummeting in cost for a given point on the intelligence curve, and nvidi
by vanuatu 2mo ago
that makes sense to me in a conceptual sense
however inference is very profitable and plummeting in cost for a given point on the intelligence curve, and nvidia gpus can serve different models so they are protected post-buildout
- nickff 2mo agoYou are describing the justification that NVDA is using to explain their behavior; they see it as something of a 'bridge-loan' until the LLM business model reaches steady-state. The problem is that this explanation has been used for many bubbles, where companies mis-categorize ongoing costs as one-time expenses.
- surgical_fire 2mo ago> however inference is very profitable Is there any actual evidence of that?
- javier2 2mo ago> however inference is very profitable Is it? OpenAI and Anthropic are burning cash faster than anyone has ever shoveled cash into a furnace.
- polski-g 2mo agoThis was true about 18 months ago. It is no longer true.