Datacenter GPU Prices Soar Due to AI Hype

The intense demand for GPU compute, driven by an explosion in AI training for generative AI applications based on large language models, and AMD’s desire to have more of a play in AI training with its GPUs, we think the demand will outstrip the Nvidia supply, which means despite the massive advantage that the Nvidia AI software stack has over AMD that the latter’s GPUs are going to get some AI supply wins.