These chips are a generation and a half ahead of what is shipping now from other vendors (including the barely shipping AMD Ryzen 9 AI Max+ H395). They will sell every one they can produce to money that otherwise would have been spent on legacy hardware like M3 Ultra desktops and M4Max laptops. NVDA reportedly gave a forecast of $1T in revenue from all of its products by 2027.
That said, these chips are not quite shipping and their stability has yet to be proven. nVidia is also unlikely to DISRUPT its AI Cloud customers too much.
vaxman|11 months ago
That said, these chips are not quite shipping and their stability has yet to be proven. nVidia is also unlikely to DISRUPT its AI Cloud customers too much.