2024-06-24 11:56:02 ET
Summary
- I don’t use the term "game changer" lightly.
- But I view Nvidia Corporation’s Blackwell as a game changer for the deployment of AI chips (my first time using this term in my SA articles).
- With a 25-fold reduction in energy consumption, I expect Blackwell to fundamentally change the budget allocation of end users.
- Performance improvement and other ripple effects (such as cooling demand) can further amplify the impacts.
Energy cost is a bottleneck issue
While generative AI offers seemingly unlimited potential, the systems are costly – at least at the current stage. And a good understanding of their cost is key to widespread adoption. A crucial bottleneck involves energy consumption, which leads to the thesis of this article....
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Nvidia's Blackwell Finally Addresses An AI Bottleneck