“In 10 years, computers will be doing this a million times faster.” The head of Nvidia does not believe that there is a need to invest trillions of dollars in the production of chips for AI::Despite the fact that Nvidia is now almost the main beneficiary of the growing interest in AI, the head of the company, Jensen Huang, does not believe that
Why does that make a difference? Compute for AI is build on the progress for compute first for GPU then for data center. They are similar in nature.
Yes they have exceeded 2x for AI for a while, but that has been achieved through exploding cost, but even that won’t make a million times faster in 10 years possible.
Building an ASIC for purpose built computation is significantly faster than generic gpu compute cores. Like when ASICs were built for bitcoin mining/sha256 and a little 5 watt usb device could outperform the best GPUs
It may be even more specialized than that. It might be a return to analog computers.
Which isn’t going to work for Nvidia’s traditional products, either.