As always, we make a few predictions, which is de rigor for Analysts these days!
mightsystems this year. Ok, the latter is a stretch: competitively speaking, NVIDIA does not need the Hopper GPU until 2023, IMHO. It will be critical to see how NVIDIA enables their key partners, like HPE, Dell, Lenovo, and SuperMicro so they don’t get left out of the next inning in AI.Let me be frank: there are a number of very-well-funded startups that need to put up or shut up.
We do not expect Open.AI to launch GPT-4 this year, but other organizations will offer increasingly large and increasingly open LLMs for experimentation . We might even see real-world applications!
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