I am mixed on the AI data center craze.

A data center in the past, the software was the key, sure speed was important but SW cloud design could make slower machines appear faster when scaled.

But they are buying millions of NVidia AI devices and putting them in these centers.

IMO its similar to buying millions of GPUs and putting them in data centers.

The architecture for AI isn't set in stone. NVideo just dropped $20Billion to get exclusivity with GroqInc, a blazing-fast AI chip startup that's been nipping at their heels in inference. Grok specializes in fast AI inference, the part of where the chatbot or AI actually puts the words on the screen. NVidia makes the chipset the builds/trains models.

Groq hosts these AI models on their own hardware and figured out how to spit output faster than NVidia.

Wont these centers be obsolete in 5 years or so? Seems like huge investments/evaluations for a fast moving industry.