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Elon Musk's xAI plans to build 'Gigafactory of Compute' by fall 2025 — using 100,000 Nvidia's H100 GPUs
(www.tomshardware.com)
this post was submitted on 26 May 2024
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So what everyone else has been doing but smaller while calling it giga. Let me buy some TSLA shares.
Buy Nvidia shares. they're making the shovels...
Yeah, but that's already priced in. Anyone wanting to get on the Nvidia train for the AI push is a few years too late. Honestly, I expect it to be overpriced, with AI hype boosting it over the value it should have.
If you wanna bet that AMD accelerators become a viable alternative while the bubble is still going, maybe bet on them. It's all gambling, in the end.