What do you guys think about an invisible ceiling for companies like $NVDA and $AMD ? Aren't their products getting so good that upgrading becomes marginal? If you have H100s or MI300Xs that can train models in days, do you REALLY need Blackwell or MI450 for 20% faster training?
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What do you guys think about an invisible ceiling for companies like $NVDA and $AMD ? Aren't their products getting so good that upgrading becomes marginal? If you have H100s or MI300Xs that can train models in days, do you REALLY need Blackwell or MI450 for 20% faster training?