Predictions 2025

2110.518 - 2131.685 Bryan Cantrill

I think it's really expensive. And I think you couple all of that with the changing market conditions. And I think Blackwell is going to be something we haven't seen from Nvidia in a while, which is a part that does not do well. Now, this is not investment advice because I think there's every reason to believe that the H100 and the H200 will continue to thrive. I mean, there is no way I would.