Hmm. For iPhones and Android, Apple and Samsung already have that covered. Their AI chips already exist and production must already be planned for the coming years. NVIDIA isn't going to contribute.
I heard predictions for increase in AI PC sales but I don't buy it. That remains to be proven.
So we are left with data centers. Isn't that right?
They need to drastically increase the size of the NPU every year to keep up. We are a long way away from running GPT4 on an iPhone.
Every chip will eventually need to be replaced with one that can do inference for a massive AI model. And we will need more chips to put in more places.
I heard predictions for increase in AI PC sales but I don't buy it. That remains to be proven.
So we are left with data centers. Isn't that right?