"They just need an annocuement of ' AI cloud' and they are to $300 dollars"
Not sure about the $300 lol, not any time soon anyway, but AI cloud is only going to get bigger and bigger. LINK
Extract from yesterday's AFR on Nvidia's new ‘super chip’ in push to extend AI dominance:
"Nvidia’s new $8b chip could take AI to a terrifying place
Nvidia’s announcement of even faster AI computer chips underscores how rapidly this technology will change the way we work and live. Be warned.
‘The future is generative’
And there’s no doubting Huang’s ambition. He argues that traditional computing has essentially reached its limits and a shift to AI-fuelled accelerated computing is not just possible, but inevitable.
Mr Huang, Nvidia’s co-founder, said AI was the driving force in a fundamental change in the economy and that Blackwell chips were “the engine to power this new industrial revolution”.
Nvidia is “working with the most dynamic companies in the world, we will realise the promise of AI for every industry”, he said at the conference on Monday (Tuesday AEDT), the first since the pandemic, which has been called a “Woodstock” for AI developers.
local data centre operators such as NextDC and Macquarie Technology should enjoy higher demand; Chanticleer would throw Goodman Group, which is pushing hard into data centres, and the privately held AirTrunk, in the same category."
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