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The grin on NVIDIA CEO Jensen Huang's face is probably only going to get wider. TrendForce has shared a new article regarding cloud companies and the AI arms race, and within it is the projection that GPU demand for ChatGPT is set to rise pretty dramatically in the years ahead, from 20,000 GPUs estimated to have been used to process training data in 2020 to a much higher 30,000 as the GPT (Generative Pre-Trained Transformer) model is more widely commercialized. NVIDIA is speculated to profit immensely on this, being the company behind the A100 Tensor Core GPU, DGX A100, and other AI-relevant hardware.
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