> Bad news for Nvidia. “Sell your stock” bad.

People say this but then the fastest and most-used implementation of these optimizations is always written in CUDA. If this turns out to not be a hoax, I wouldn't be surprised to see Nvidia prices jump in correlation.

Hypothetically, if this is true and simple as the headline implies -- AI using 95% less power doesn't mean AI will use 95% less power, it means we will do 20x more AI. As long as it's the current fad, we will throw as much power and resources at this as we can physically produce, because our economy depends on constant, accelerating growth.

True. A laptop power pack wattage is probably pretty much unchanged over 30 years for example.

Bad news for Nvidia how? Even ignoring that the power savings are only on one type of instruction, 20x less power doesn't mean it runs 20x faster. You still need big fat GPUs.

If this increases integer demand and decreases floating point demand, that moderately changes future product design and doesn't do much else.

Wouldn't reduced power consumption for an unfulfilled demand mean more demand for Nvida as they now need more chips to max out amount of power usage to capacity? (As concentration tends to be the more efficient way.)