https://www.tomshardware.com/news/chatgpt-nvidia-30000-gpus
I'm unsurprised by this article, mainly because after researching machine learning systems and platforms, I discovered that Nvidia is the leader in the field, and has been almost since its inception. They lead the industry by about 6 years, and the gap appears to be widening rather than converging. Pretty much every company that utilizes machine learning has Nvidia as its hardware platform- so that's not just ChatGPT, it's Google, Apple, Tesla, GM, all the big funds experimenting with machine learning trading and forecasting algorithms, pretty much everyone. And this market is just getting bigger, faster. People freaked out over gamers not buying because of inflated prices and miners offloading hardware they couldn't use anymore because of restrictions in China, but I was aware an underlying revenue stream was solid and prepared to widen.
Anyone else have pet stocks that outwardly seem like they're getting beat up but have value that isn't really well-known?
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