NVIDIA Sells GPUs, Not Shovels 

By now, most of you are familiar with the infamous meme doing the rounds on the internet – “When everyone digs for gold, sell shovels.” This very aptly captures the gold rush created by generative AI, depicting NVIDIA selling shovels, while Microsoft, Google, and Meta are busy buying them. Ironically, we wish it was as easy as selling shovels instead of GPUs.  Surprisingly, NVIDIA seems to be optimistic amid all the rumours about GPU crunch, and how GPUs are the new currency. OpenAI’s Andrej Karpathy said, “who gets how many GPUs’ is the top gossip of the Silicon Valley right now”. Even Elon Musk had once said – “GPUs are at this point considerably harder to get than drugs.” On multiple occasions, Sam Altman as well had shared similar views, where he