Trump says he had a 'good meeting' with Jensen Huang but still plans to tariff foreign-manufactured semiconductors. Tariffs on China and Mexico also go into effect tomorrow.
All that bending over with a leather jacket on and nothing to slow for it.
I don’t think, that Nvidia will keep its dominance in that branch for much longer. Especially when specialized chips can be run much cheaper and with less electricity cost.
Nvidia, and every GPU manufacturer, got quite some competition in regards to AI, with specialized chips.
E.g. Cerebras - https://www.forbes.com/sites/craigsmith/2024/08/27/cerebras-speeds-ai-by-putting-entire-foundation-model-on-its-giant-chip/
I don’t think, that Nvidia will keep its dominance in that branch for much longer. Especially when specialized chips can be run much cheaper and with less electricity cost.
Edit: more up to date article with actual working model on their chip:
https://cerebras.ai/press-release/cerebras-launches-worlds-fastest-deepseek-r1-distill-llama-70b-inference