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by victor106
1427 days ago
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> The 60% decrease in AI computing hardware every year which translates to the ability to train exponentially larger AI models (ARK Invest 2022 Big Ideas Report). From what I understand most intensive AI tasks require using a GPU and the leader in the GPU business is NVIDIA. Looking at their profit margins I don’t see any drop in fact a growth of over 30% yoy [1] Also as an aside, I am a big skeptic of ARK. During the short time she had a diva status Woods seems to have been more lucky than good. That said, investing is a long game. [1] https://www.macrotrends.net/stocks/charts/NVDA/nvidia/profit... |
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