"Exponentially rising compute intensity required for training of, and inferencing from, large-language models will require exaflop-class compute with ~35-40% accelerator attach in cloud, similar to today's supercomputers," BofA said.
Nvidia currently maintains about a 75% share of that market, and strategists predicted it can hold a 65% share over the long run. Even though questions remain about the pace of AI adoption, the bank expects the shift to accelerated computing to continue, and for Nvidia to lead that charge. "Indeed, NVDA's compute portfolio remains in strong position to power/support these upcoming trends, offering leading cloud/AI accelerators that could see strong demand if Generative AI trends accelerate," BofA wrote.
😮
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more: