Comment by Rover222

LLM is already an outdated term in terms of frontier models. Continued build out of ever larger data centers will drive the coming wave of robotics with varying forms of world models. People who claim LLMs won’t change the world are stuck in some sort of tunnel vision, IMO. I don’t think Nvidia is at risk of the AI industry falling flat. More like from large companies creating their own chips specific to their needs (ie Tesla). Although there aren’t many companies in the world that are THAT ambitious. I think Nvidia continues its general trend upwards.