Keep pulling the thread on Jonathan Ross.
Approximately 10% of the world's population is a weekly active user of ChatGPT.
Norway has an approximate 80% utilization rate for wind power and possesses enough hydropower capacity to provide energy equivalent to the entire United States if fully developed.
Chinese AI models have been optimized for lower training costs, whereas US models are optimized for lower inference costs due to the US's compute advantage.
In five years, NVIDIA is predicted to still capture over 50% of AI chip revenue but will represent a minority, perhaps as low as 10%, of the total number of AI chips sold.
NVIDIA is projected to build approximately 5.5 million GPUs this year, a number limited by the supply of HBM and interposers, not by its capacity to produce the GPU dies themselves.
China plans to build 150 nuclear reactors to secure the energy required for its AI ambitions.
Jonathan Ross predicts that NVIDIA's market capitalization will likely exceed $10 trillion within five years.
If OpenAI and Anthropic were given double their current inference compute capacity, their revenues would almost double within one month.
Grok recently raised $750 million in a funding round at a valuation of almost $7 billion.
Grok can deliver its first LPU chips to a customer within six months of an order, compared to a more than two-year lead time for NVIDIA GPUs.
Hyperscalers build their own AI chips primarily to gain leverage over NVIDIA in supply allocation and pricing, not necessarily to deploy them in mass production.
NVIDIA has a monopsony (single dominant buyer) on the market for High Bandwidth Memory (HBM).