It seems that Nvidia may be able to benefit from the rapid rise of OpenAI's ChatGPT in a major way.
The constant buzz around OpenAI’s ChatGPT refuses to wane. With Microsoft now using the same technology to power its brand-new Bing Chat, it’s safe to say that ChatGPT may continue this upward trend for quite some time. That’s good news for OpenAI and Microsoft, but they’re not the only two companies to benefit.
Research firm TrendForce shared some interesting estimations today, and the most interesting bit pertains to the future of ChatGPT. According to TrendForce, the GPT model that powers ChatGPT will soon need a sizeable increase in hardware in order to scale up the development. The firm claims that the GPT model needed a whopping 20,000 graphics cards to process training data in 2020. As it continues expanding, that number is expected to rise to above 30,000. This could be great news for Nvidia.
The data center GPU market doesn’t only consist of Nvidia — Intel and AMD also sell AI accelerators. However, Nvidia is often seen as the go-to solution for AI-related tasks, so it’s possible that it might be able to score a lucrative deal if and when OpenAI decides to scale up.
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