ChatGPT Fire Expected to Cause Another Global GPU Shortage

The development of artificial intelligence chat robots, such as OpenAI's ChatGPT, has caused an increased demand for graphics processing units (GPUs). The training of these chatbots requires a significant amount of GPU power, with OpenAI utilizing 10,000 Nvidia GPUs alone for training ChatGPT. With the integration of these chatbots into various services and applications, including Google's search service, it is expected that the demand for GPUs will continue to rise.

Possible Shortage of GPUs

According to recent reports, the increased demand for GPUs may result in another shortage in the global market. This shortage is expected to occur earlier than anticipated due to the training of chatbots such as ChatGPT and the provision of related services. Manufacturers such as Nvidia, Samsung Electronics, and SK Hynix are expected to benefit from this development, with these companies receiving increased orders for high-performance GPUs and high-bandwidth memory (HBM).

Increased Demand for GPUs

The demand for GPUs is expected to rise further as companies integrate chatbots and related technologies into their services and applications. For instance, OpenAI has reportedly used 25,000 Nvidia GPUs to meet current server demand, and this number is expected to increase in the future as demand for the technology grows. In addition, Google plans to integrate ChatGPT and other related technologies into its search service, which is expected to require more than 4.1 million A100 GPUs to be supported.

Implications of a GPU Shortage

A potential shortage of GPUs could have significant implications for various industries, including gaming, data centers, and cryptocurrency mining. The shortage of GPUs in 2018, which was caused by the high demand for cryptocurrency mining, led to an increase in the prices of graphics cards and a decrease in availability. The current development may cause a similar effect, leading to a shortage of graphics cards and increased prices.

Possible Solutions

To prevent a potential shortage of GPUs, manufacturers and suppliers may need to increase their production capacity and enhance their supply chain management. Additionally, developers may need to explore other options, such as cloud-based solutions, to reduce the demand for physical GPUs.

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