In recent months, we have reaffirmed the idea that artificial intelligence (AI) has potential very destructive. Although this discipline It has been in development since the 1950sImage generators appear like DALLE 2 Chatbots like chat They sparked an almost unanimous reaction in the tech industry: Everyone wants to be part of the next million dollar “revolution” in theory.
As we have seen, OpenAI is at the forefront of the world of media and economics. smart (he also asked) decision to show in advance the possibilities GPT-3.5 led to an enormous level of exposure, It even prompted Microsoft to invest millions of dollars back into it. NVIDIA, from a more humble position, presents itself as the big winner in all of this phenomenon.
NVIDIA thing is winning
Whether it’s OpenAI or DeepMind (Since 2014 under the orbit of Google) or Microsoft or Meta, training complex AI models, such as those used in chatbots, requires a Great computational ability Huge development potential. This is exactly where NVIDIA, the industry leader in chips designed specifically for supercomputing solutions, comes into play.
The American manufacturer has such ambitious products as Nvidia H100 s A 100Data center processing units contain 80 billion and 54 billion transistors, respectively. to get an idea, Perlmutter, one of the world’s leading artificial intelligence supercomputersshe has 6000 NVIDIA A100 chipset inside f Meta RSC raises the amount to 6080.
Nvidia DGX A100
Part of the infrastructure used by OpenAI is also supported by NVIDIA components. In this sense, and taking into account that a cornerstone of the development of artificial intelligencethe company has become a market favorite. According to BloombergShares of the chip company rose 6.5% after Redmonds announced a new investment in the company led by Sam Altman.
Analysts believe that with more money available and the growing need to develop its technologies further, OpenAI will need to significantly increase its computing power. This will increase the demand for NVIDIA chips. but, this is not every thing. Competitors in the company behind ChatGPT will follow the same path, also turning to NVIDIA solutions to optimize their data centers.
In addition, the company’s shares have performed amazingly in the past month, growing 35%, According to data from Google Finance. But that’s not all, Citigroup is also optimistic. The group notes that the rise of artificial intelligence could translate into penny sales 3,000 and 11,000 million dollars this year for NVIDIA. Of course, it’s time to wait and see if these expectations come true and if the manufacturer will be able to meet the huge demand for the chips that are about to arrive.
Pictures: nvidia
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