Sublime
An inspiration engine for ideas
According to IOC Analytics, Nvidia holds a 92% market share in data center GPUs.
If Lisa Su is correct, the market could be as large as $400B by 2027. Assuming Nvidia retains a market share of only 70%, with fierce competition from all sides, Nvidia would generate approximately $280B in sales per year.
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230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers).
At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks.
As Jensen Huang has sta... See more
Elon Muskx.com
Listening to Jensen Huang on $NVDA call last night, the new paradigm which Nvidia created truly dawned on me. A spider web of companies serving a completely new accelerated computing environ. Nvidia created this over the span of 1 decade. Made a slide to visualize... https://t.co/9ysYtQss02
Every year, Jensen drops new math rules that adds confusion to the whole industry. This year is no different, we now observe a third new Jensen math rule. The first Jensen math rule is that NVIDIA headline FLOPs are quoted with 2:4 sparsity (which no one uses out of China) versus dense FLOPs, which is the real world performance metric – meaning th... See more
SemiAnalysisx.com
FramePack: Generate Video Forever
[NVIDIA ONLY] The creator of ControlNet just dropped a new approach to generating videos in a PROGRESSIVE way--you can generate loooong videos with LOW VRAM (just 6GB)
@SUP3RMASS1VE wrote a 1-click launcher to run the Gradio app on your PC!
cocktail peanutx.com