The fixed buzz round OpenAI’s ChatGPT refuses to wane. With Microsoft now utilizing the identical know-how to energy its brand-new Bing Chat, it’s secure to say that ChatGPT might proceed this upward pattern for fairly a while. That’s excellent news for OpenAI and Microsoft, however they’re not the one two corporations to profit.
In keeping with a brand new report, the gross sales of Nvidia’s information middle graphics playing cards could also be about to skyrocket. With the commercialization of ChatGPT, OpenAI would possibly want as many as 10,000 new GPUs to help the rising mannequin — and Nvidia seems to be the almost certainly provider.
Analysis agency TrendForce shared some fascinating estimations in the present day, and essentially the most fascinating bit pertains to the way forward for ChatGPT. In keeping with TrendForce, the GPT mannequin that powers ChatGPT will quickly want a sizeable enhance in {hardware} as a way to scale up the event.
“The variety of coaching parameters used within the improvement of this autoregressive language mannequin rose from round 120 million in 2018 to virtually 180 billion in 2020,” mentioned TrendForce in its report. Though it didn’t share any 2023 estimates, it’s secure to imagine that these numbers will solely proceed to rise as a lot as know-how and funds permit.
The agency claims that the GPT mannequin wanted a whopping 20,000 graphics playing cards to course of coaching information in 2020. Because it continues increasing, that quantity is anticipated to rise to above 30,000. This could possibly be nice information for Nvidia.
These calculations are based mostly on the belief that OpenAI can be utilizing Nvidia’s A100 GPUs as a way to energy the language mannequin. These ultrapowerful graphics playing cards are actually dear — within the ballpark of $10,000 to $15,000 every. They’re additionally not Nvidia’s high information middle playing cards proper now, so it’s attainable that OpenAI would go for the newer H100 playing cards as an alternative, that are speculated to ship as much as thrice the efficiency of A100. These GPUs include a steep value enhance, with one card costing round $30,000 or extra.
The info middle GPU market doesn’t solely include Nvidia — Intel and AMD additionally promote AI accelerators. Nonetheless, Nvidia is commonly seen because the go-to answer for AI-related duties, so it’s attainable that it’d be capable to rating a profitable deal if and when OpenAI decides to scale up.
Ought to avid gamers be fearful if Nvidia does, certainly, find yourself supplying a whopping 10,000 GPUs to energy up ChatGPT? It relies upon. The graphics playing cards required by OpenAI don’t have anything to do with Nvidia’s finest GPUs for avid gamers, so we’re secure there. Nonetheless, if Nvidia finally ends up shifting some manufacturing to information middle GPUs, we might see a restricted provide of shopper graphics playing cards down the road. Realistically, the affect will not be that unhealthy — even when the ten,000-GPU prediction checks out, Nvidia received’t have to ship all of them immediately.
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