BING-JHEN HONG Generative artificial intelligence, and in particular ChatGPT, has taken the investment world by storm in recent months and companies like Microsoft ( MSFT ) and Google ( GOOG ) ( GOOGL ) have noticed . While some of the benefits (and pitfalls) of the technology may go to the world’s largest tech companies, advanced semiconductor companies such as Nvidia (NASDAQ: NVDA ) may also benefit from the trend, investment firm KeyBanc Capital Markets said. In a research note, analyst John Vinh said Nvidia ( NVDA ) is the "clear outsized beneficiary" among semiconductor companies for generative AI thanks to the technology’s heavy compute needs. Specifically for OpenAI’s ChatGPT – which has some issues, as evidenced by Microsoft’s ( MSFT ) recent defense of its chatbot for its new Bing search engine that is based on ChatGPT technology – Vinh believes the training cluster to help train the transformer language model is running roughly 10,000 A100 graphics processing unit, or GPUs, from the Jensen Hunag-led company "At $10K in [average selling prices], this would represent ~$100M in revenues," Vinh wrote in a note to clients. Vinh added that ChatGPT is likely also using GPUs for AI inferencing as […]
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
K&X Design and Investment Technology, LLC
Invest The Invisible Impact
