NVIDIABG2 · Oct 15
Jensen Huang on BG2
Demand for compute still outruns supply.
- $40B+per gigawatt, up from about $18B
- ~40%of cloud CapEx now goes to NVIDIA, up from single digits
Ethmos listens to the podcasts you follow, and goes looking for the companies you track on the ones you don’t. Every morning at 7, you get one brief. Here are six cards from the past week.
Demand for compute still outruns supply.
Meta bet $100B+ on its new model before seeing it work.
Security spend should outgrow software spend as AI makes code cheap.
AWS is holding GPUs back for startups and betting on its own Trainium chips.
Maia 300 treats AI inference as a data-movement problem.
A $67B run rate still disappointed a market expecting 10× growth.
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