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GPU Or ASIC For LLM Scale-Up?

  • CEOs of OpenAI, Anthropic, and xAI foresee exponential AI progress with significant impact on humanity.
  • Market value of AI evident today with tools like GitHub CoPilot making developers 55% faster.
  • GPT-4 surpasses human intelligence in certain tests, showing the advancement of AI models.
  • LLM revenues expected to reach $10B at OpenAI and $2-4B at Anthropic by 2025.
  • Forecast suggests LLMs will achieve PhD-level intelligence by 2028 and superhuman IQ in the 2030s.
  • Economics of AI models improving as costs drop significantly by 2030.
  • Major companies like Amazon, Google, and Microsoft paving the way for AI dominance with remarkable market caps.
  • The AI industry will drive substantial growth and capacity demands in various sectors by 2030.
  • Competition between GPUs and ASICs intensifying, with hyperscalers seeking diverse options.
  • Greater adoption of ASICs for AI accelerators due to its efficiency and cost-effectiveness compared to GPUs.

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