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NVIDIA Blackwell Costs Twice As Much As Google And Amazon's Custom AI Chips, Yet Morgan Stanley Says It's Worth It
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NVIDIA Blackwell Costs Twice As Much As Google And Amazon's Custom AI Chips, Yet Morgan Stanley Says It's Worth It
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 e…
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