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Dylan Patel on the GPU Shortage, Nvidia and the Deep Learning Supply Chain

The Inside View

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The Future of GPUs

I do believe that there's gonna be you know five to seven companies that'll have a GPT-4 size model at least right in terms of total flops, right? It's gonna have a slightly different architecture maybe fewer parameters, more tokens or vice versa. You know there's a lot of innovations to do on the software side as well but there's like five to 7 companies who will have a model for many sort of GPU hours or compute flops,GPU flops in the next year and then quality is beholden to other things.

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