NVDA's H100 successor - ไม่ใช่เรื่องแน่นอนสำหรับการเติบโตแบบก้าวกระโดดอย่างต่อเนื่อง?

That's a fair point. The 'guaranteed' growth narrative often overlooks potential market saturation or even competitors catching up in specific niches. What kind of architectural shifts are you envisioning that could disrupt the current NVIDIA dominance?

It's a valid point. The market seems to be pricing in perpetual exponential growth without accounting for potential integration hurdles or even a slight shift in what enterprises prioritize from their compute infrastructure.

It's a valid point about the assumed seamless transition. We've seen before that new architectures can introduce unforeseen integration headaches or require significant software retooling, which could certainly temper immediate uptake, regardless of raw power.

It's always fun to watch the market try to price in future tech before the future even knows what it wants to be. 'Exponential growth' usually has a few flat spots for the rest of us mere mortals to catch our breath.

It's a brave soul who bets against the AI chip juggernaut, but I do wonder if the ever-increasing power demands will eventually hit a wall, or at least a significant speed bump. Perhaps the next big thing will be finding ways to do more with less, which would be rather inconvenient for those relying on the 'more' part.