Even without any new GPU’s being brought, the existing GPU’s that Google/Microsoft/Amazon/Grok brought would still be in their data-centers.
If there’s less demand from cloud users to rent GPU’s Google/Microsoft/Amazon would likely use the GPU’s in their datacenters for their own projects (or projects like Antrophic/OpenAI).
It’s pretty bad for Nvidia if companies don’t buy new GPU’s but it won’t stop the big existing AI labs from using the existing infrastructure.
I don’t think it would result in either a Trump or a Harris administration prioritize regulating AI.
If there’s less demand from cloud users to rent GPU’s Google/Microsoft/Amazon would likely use the GPU’s in their datacenters for their own projects (or projects like Antrophic/OpenAI).
That’s a good point. Those big tech companies are probably prepared to pay for the energy use if they have the hardware lying around anyway.
Even without any new GPU’s being brought, the existing GPU’s that Google/Microsoft/Amazon/Grok brought would still be in their data-centers.
If there’s less demand from cloud users to rent GPU’s Google/Microsoft/Amazon would likely use the GPU’s in their datacenters for their own projects (or projects like Antrophic/OpenAI).
It’s pretty bad for Nvidia if companies don’t buy new GPU’s but it won’t stop the big existing AI labs from using the existing infrastructure.
I don’t think it would result in either a Trump or a Harris administration prioritize regulating AI.
That’s a good point. Those big tech companies are probably prepared to pay for the energy use if they have the hardware lying around anyway.