Part 2/6:
Technological advancements have led to significant improvements in chip efficiency. Leaders in the industry, such as Jensen Huang, have emphasized the importance of upgrading from older technologies, like vacuum tubes, to modern, streamlined chips. For instance, the transition from the H100 GPU series to the new B200 model demonstrates a leap in efficiency, with reports suggesting a fivefold increase in computational performance. However, even with such improvements, the demand for processing power continues to outpace supply, necessitating a focus not only on efficiency but also on the sheer scale of production.