Epoch AI measures how fast the cost of a given level of AI performance is falling across five benchmarks covering math, science and games of skill: about 47% per quarter, or 13x per year, since 2023, faster than electricity, compute, batteries or DNA sequencing ever fell.
The only thing I would add to this is that (in my understanding) Nvidia is largely selling future GPU manufacturing capacity to the large AI providers. So, if the providers end up going belly up, thrn Nvidia might take heftly losses from that as well.
The only thing I would add to this is that (in my understanding) Nvidia is largely selling future GPU manufacturing capacity to the large AI providers. So, if the providers end up going belly up, thrn Nvidia might take heftly losses from that as well.