Investment bank Morgan Stanley believes that even though building a data center with NVIDIA’s Blackwell GPUs costs twice as much as building one with AI application-specific integrated circuits (ASICs), the computing power efficiency of the NVIDIA chips is significantly greater than the custom chips as well. The high costs of NVIDIA’s latest AI GPUs are a hot-button market topic, with CEO Jensen Huang having asserted on multiple occasions that even though his chips are pricey, they offer greater returns over the long term. NVIDIA’s Compute Performance Per Watt Is Up to 8x Ahead Of Custom AI Chips, Says Morgan Stanley […]
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