NVIDIA ENVY: UNDERSTANDING THE GPU GOLD RUSH

Summary from the TLDR newsletter

Many tech companies were caught off-guard by the introduction of AI. The easiest way for them to catch up was large-scale GPU purchasing, making Nvidia the AI kingmaker. This article looks at the factors that amplified the GPU shortage to understand how the 2020s will unfold. It aims to bring tech-savvy people up to speed on the Nvidia craze, LLM training mega-runs, and the resulting shortage.