NVIDIA sits at the center of big cloud AI spending, but specialist models that run on one GPU could reduce some demand for large GPU clusters.
NVIDIA sits at the center of a huge cloud AI spending wave, which supports continued GPU demand. A new specialist model that runs on one GPU could reduce some large-model workloads. These two facts balance, so the story leaves NVIDIA's position mixed for now.
Thomson Reuters invested about $40 million to build a specialist model, gaining control over performance, privacy and costs.
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