[amazingamazing]

that's not entirely relevant.

the simplest way to present the counter argument is:

- suppose you could train the best model with a single H100 for an hour. would that hurt or harm nvidia?

- suppose you could serve 1000x users with a 1/1000 the amount of gpus. would that hurt or harm nvidia?

the question is how big you think the market size is, and how fast you get to saturation. once things are saturated efficiency just results in less demand.