SemiBizIntel(@siliconomy):Despite worries about diminishing returns on large LLM's the cloud companies will continue to increase CapEx investments in Q4-24 and into 2025. That is if you believe in investor communication from large cloud companies. Another question is whether accelerated computing is starting to encroach on the CPU workloads in data centres as Jensen Huang predicts they will or if the priority investments into AI temporarily drive the CPU decline. For now, there are no signs of a CPU comeback, and revenue has declined by 14% CAGR since the last peak, while AI revenues have grown 10x. Read more about the state of the cloud and processing business here: https://t.co/COL8GPDysc #Nvidia #AI

2024.11.13 17:28

Despite worries about diminishing returns on large LLM's the cloud companies will continue to increase CapEx investments in Q4-24 and into 2025. That is if you believe in investor communication from large cloud companies. Another question is whether accelerated computing is starting to encroach on the CPU workloads in data centres as Jensen Huang predicts they will or if the priority investments into AI temporarily drive the CPU decline. For now, there are no signs of a CPU comeback, and revenue has declined by 14% CAGR since the last peak, while AI revenues have grown 10x. Read more about the state of the cloud and processing business here: #Nvidia# #AI#