However, there are differing views on the future of the AI chip landscape. OpenAI CEO Sam Altman proposes reshaping the world of AI chips to meet demand, a project with potential costs in the trillions. On the other hand, Databricks CEO Ali Ghodsi predicts a major drop in AI chip prices and a supply-demand rebalance over the next year, likening it to the internet bandwidth concerns of the 2000s.
Key takeaways:
- GPU cloud company Lambda has raised $320 million at a $1.5 billion valuation, planning to use the new equity financing to expand its AI cloud business.
- Nvidia's stock has more than tripled in the past year, surpassing Amazon and Alphabet in market capitalization, as demand for its high-end AI chips continues to grow.
- AI startups are desperate for access to Nvidia’s H100 GPU for large language model training, leading to initiatives like a Craigslist for GPU clusters and the creation of supercomputers offering GPU access below market price.
- While OpenAI CEO Sam Altman suggests reshaping the AI chip landscape to meet demand, Databricks CEO Ali Ghodsi predicts a major drop in AI chip prices and a supply-demand rebalance over the next year.