"Why I think strong general AI is coming soon" by Porby
LessWrong (Curated & Popular)
00:00
Nvidia's Data Center Revenue in Q2 Financial Year 23
Data center revenue grew 5.3 times over the same time period. Nvidia is now mostly a data center slash machine learning company. It appears that hyperscalers and other companies building out machine learning infrastructure are willing to buy approximately all hardware being produced with very high margins. Seeing a sustained slowing or drop in hardware demand across all ML relevant manufacturers would be some evidence against very short timelines.
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