Sam Altman's Explanation Of Compute Demand And Value In The AI Trade [Seeking Alpha]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Seeking Alpha
His answer is a good encapsulation of why analyzing companies in the AI value chain has become more challenging. OpenAI (OPENAI) today is at the front and center of perhaps the most consequential technological revolution in history. If their demand forecast is substantially off, the value destruction in “AI trade” can be a whole lot larger than if Nvidia couldn't pay TSMC in the mid-1990s. Jensen Huang, in his recent Joe Rogan podcast , had an interesting story from the early years of Nvidia ( NVDA “ we convinced ourselves that chip is going to be great. And so I had to call some other gentleman. So I called TSMC... and I explained to them what we were doing. And I explained to him (Morris Chang) I had a lot of customers. I had one , you know, Diamond Multimedia... the demand's really great, and we're going to tape out a chip to you, and I like to go directly to production because I know it works. And they said, "Nobody has ever done that before. Nobody has ever taped out a
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