Gurley says NVIDIA differentiation is greatest at largest cluster size for LLM pre-training.
“One, the NVIDIA differentiation as we've talked about is greatest at the largest cluster size. So if pre training, once again, I only equate this to LLMs, you know, I don't think of FSD problem.”
Gurley says if scaling laws are hitting limits it has implications but doesn't mean AI is done.
“if the the comment, you know, that you read earlier is true and that these and that they're not getting the benefit, there are implications.”