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Here's what Nvidia investors can look forward to in 2026
MarketWatch· 2025-12-24 12:32
Core Insights - OpenAI's upcoming GPT model and the associated data center expansion are expected to significantly impact the competitive positioning of the chip maker in the market [1] Group 1: OpenAI's GPT Model - The new GPT model is anticipated to drive demand for advanced chips, which could enhance the chip maker's market share and revenue potential [1] - Analysts suggest that the performance and capabilities of the new GPT model will be critical in determining the chip maker's competitive advantage [1] Group 2: Data Center Buildout - The expansion of data centers is seen as a strategic move that will support the increased computational needs driven by AI applications [1] - This buildout is expected to create additional opportunities for the chip maker to supply high-performance chips, further solidifying its position in the industry [1]
X @Avi Chawla
Avi Chawla· 2025-12-10 19:56
Performance Improvement - The challenge is to accelerate the token generation speed of a GPT model from 100 tokens in 42 seconds, aiming for a 5x improvement [1] Interview Scenario - The scenario involves an AI Engineer interview at OpenAI, highlighting the importance of understanding optimization techniques beyond simply allocating more GPUs [1]
X @Avi Chawla
Avi Chawla· 2025-12-10 12:17
Model Performance - The model currently generates 100 tokens in 42 seconds [1] - The goal is to achieve a 5x speed improvement in token generation [1] Optimization Strategies - Simply allocating more GPUs is an insufficient solution for optimizing model speed [1]
X @Avi Chawla
Avi Chawla· 2025-12-10 06:41
Performance Bottleneck - The initial response suggests a simple solution of allocating more GPUs, but it misses deeper optimization opportunities [1] - The model generates 100 tokens in 42 seconds, implying a need for significant speed improvement [1] Missed Optimization Opportunities - The response lacks exploration of algorithmic optimizations or model architecture improvements [1] - The response doesn't consider potential software or hardware bottlenecks beyond GPU allocation [1]