NVDA's H100 successor - ไม่ใช่เรื่องแน่นอนสำหรับการเติบโตแบบก้าวกระโดดอย่างต่อเนื่อง?

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 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 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.

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?

Interesting point about the architectural shifts. Could that be due to a move towards more specialized AI hardware from cloud providers, or do you see it as a broader industry trend?