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Nearly half of Nvidia’s revenue comes from just four mystery whales each buying $3 billion-plus (fortune.com)

submitted 2 months ago by [email protected] to c/[email protected]

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I hope this bubble bursts soon I'm getting real tired of it.

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[–] [email protected] 5 points 2 months ago (1 children)

I guess these whales do benefit from more efficient llms as well, it's not like their choice is "expand compute power" XOR "use more efficient llm". Worst case they can rent spare compute power to other companies.

Maybe. Idk

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[–] [email protected] 2 points 2 months ago

Yeah this is true. For companies that operate the scale of FAANG, even seemingly insignificant savings add up to become significant.

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