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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (72855)	5/28/2023 11:13:40 PM
From: Elroy	Read Replies (2) of 78751

with generative AI becoming the primary workload of most of the world's data centers generating information Whoa whoa, wait a minute. Generative AI is some type of software application. A data center moves bits in out of storage super duper fast, does some processing on them perhaps, and moves more bits in and out of storage depending on the outcome of the processing. Data centers don't "do AI" as a primary workload. NVDA and INTC make semiconductors that are logic-based. They don't "do AI". The idea that a $50 million data center is just "doing AI" doesn't make a whole lot of sense to me. I think what is happening is the data center designers are finding that NVDA's graphics processors are much more efficient at handling the applications that run in the data center than are Intel's CPU processors, and the data center architecture is therefore shifting away from Intel and toward NVDA. Great. That's much different from saying the data center has artificial intelligence as a primary workload.

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