AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place
The most ambitious players in the AI race are now building super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia's most advanced chips. The push towards superclusters could help Nvidia sustain its growth trajectory. The trend is fostering demand for Nvidia's networking equipment, which is fast becoming a significant business. Nvidia's Blackwell chips, which are several times as powerful as its current chips, are set to start shipping in the next couple of months.