[ipv6ipv4]

To me this rings a lot like “640KB ought to be enough for anybody”

Similarly, as fast as processors have gotten, people still complain their applications are slow. Because they do so much more.

Generally applicable ML is still in its infancy, and usage is exploding. All those newfound spare cycles will get soaked up fairly quickly.

[nickthegreek]

It’s made a NVIDIA Digits even more attractive to me now.

[Jlagreen]

The good thing is:

Blackwell DC is $40k per piece and Digits is $3k per piece. So if 13x Digits are sold then it's the same turnover as a DC GPU for Nvidia. Yes, maybe lower margin but Nvidia can easily scale digits into masses compareds to Blackwell DC GPUs.

In the end, the winner is Nvidia because Nvidia doesn't care if DC GPU, Gaming GPU, Digits GPU, Jetson GPU is used for AI as long as Nvidia is used 98% of time for AI workloads. That is the world domination goal, simple as that.

And that's what Wallstreet doesn't get. Digits is 50% more turnover than the largest RTX GPU. On average gaming GPU turnover is probably around $500 per GPU. Nvidi probably sells 5 million gaming GPUs per quarter. Imagine they could reach such amounts of Digits. That would be $15b revenue and almost half of current DC revenue with Digits only.