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Listener Q&A: 2024 Tech Market Predictions, Long Term Implications of Today’s GPU Crunch, and Will AI Agents Bring Us Happiness?
No Priors: Artificial Intelligence | Technology | Startups
The Future of GPUs
It's hard to say because right now there's no way to explore the price elasticity of these things, right? So just very specifically, the industry is looking at deliveries in small quantity in September, larger quantities in December, January. Most of the large cloud providers are sold out for any scale for at least through April of next year. If you look at the demand from large labs today to continue increasing model scale and training time by magnitudes, I think it's hard to see that dynamic going away.
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