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Just waiting for the moment Nvidia is like yeah we won’t be making any GPU chips any more, just AI chips from now on.

so everyone is investing more to undress ai apps.

Here’s what’s gonna happen.

Other outfits are going to make NPUs so fast that no GPU can compare. Even an architecture such as NVIDIA’s will be price-wise too expensive to be of interest for any AI outfit.

Then, either NVIDIA pivots so hard, they pivot themselves out of the GPU industry, or…

They come crawling back.