[carefree-bob]

I am doing the reverse, and trying to predict the last year that LLMs use NVIDIA GPUs. It's just an accident of history that video game cards are useful for LLMs, and there is absolutely nothing that NVIDIA is doing from a design standpoint that the big hyperscalers can't do on their own, cutting NVIDIA out, and doing a better job of it as they know their own unique needs. The only advantage NVIDIA has is supply chain relationships and it takes time to establish those, but once that's done, we'll see all the big companies rolling their own silicon and no longer relying on NVIDIA.

[citizenpaul]

That does make sense and I'm also certain will happen. I'm just saying that at this point NVIDIA is all in on "AI" so it has no choice. It will abandon its original customer base and product.

I don't think there will ever be a hard announcement. Just one day people will start asking when the next GPU line is coming out and it will never come. They won't even plan it they simply won't have the skills to do GPU design anymore.