HL - India's AI Revolution, 2024

In 2023, there was a significant increase in the use of artificial intelligence, with terms like "LLMs" and "InfiniBand" becoming common. AI has become a dominant force in technology, offering endless possibilities for progress and advancement. The current limitation on AI expansion is the availability of powerful computing, particularly the Nvidia H100 GPU. Despite competition from other GPUs like AMD's MI300, Nvidia's chip is considered the best due to its CUDA software stack. The gap in supply and demand for GPUs is expected to decrease in the next six to 18 months. The allocation of GPUs has become a global topic of discussion, with GPU hardware being used as a form of currency and collateral. The increasing demand for high-performance data center products positions companies for strong growth as AI continues to reshape the computing market.