Viewing profile — Jlagreen

And what about the extra energy consumption of the RTX 5070 TI vs. a iGPU? If you go GPU cloud then you can save on energy as well in your PC. Less energy means also less noise by …

How many customers do you think AMD and AVGO have in AI? Nvidia having 4 customers at 60% is good news because it was 90% 2 years ago.

There is one answer to this question which is called options. Selling short term OTM CCs with half of premium being used to buy ITM Calls (1/3 protection of the CC), OTM Calls (pro…

All Tech companies including OpenAI have initiatives for their own chips. Nobody talks about Intel. Tech companies have the following options: 1. Buy Nvdia high performance stack w…

On huge GPU clusters running inferencing the utilization of GPUs is key. Imagine you have 1 million GPUs and you have 99% utilization of theoretical performance in the system with …

AMD was desperate enough to sell 10% of their company to get 1 customer. The issue here is now, that every large customer of AMD will now probably ask for equity. AMD has put itsel…

My cost base of Nvidia is $1 so for me to lose is that Nvidia gets back to way before COVID valuation. Nvidia is more worth than $1 per share on gaming alone.

And you have that right. And now imagine what will happen when OpenAI makes deals with Nvidia and AMD. Do you think Hyperscalers will just watch? I expect Musk to make a $1 trillio…

So, it's basically trying to catch up again: https://www.nvidia.com/en-us/solutions/quantum-computing/ Or some interesting news here: https://nvidianews.nvidia.com/news/nvidia-powe…

Nvidia already has an ecosystem with 2 milliond developers in robotics. Nvidia's CUDA for robotics started 11 years ago. And just like with CUDA no one else has currently the resou…

The console market is low margin because they seem to find someone ready to take low margin (e.g. AMD). Nvidia was in console market before but left it due to low margin. Nvidia on…

and what is China's market for High Tech chips outside of China? Will you buy an AI GPU coming from China on which you will train your sensitive data? People, really create some fa…

Nvidia would probably not fail because they work already very closely with TSMC and have teams sitting there directly. Also Nvidia could even afford to burn 100s of billions of dol…

Nvidia had $130b revenue last year, this year (2025) it will breach $200b with >90% of it being AI related. Estimates for next year are $300b. Sources are rumors about the supply o…

DC GPUs from Nvidia are sold at $30-40k per piece. You might want to rethink your calculations. Nvidia is going to sell >5 million Blackwells this year and will do $200b in revenue…

AWS for Amazon was a logical step because who is AWS largest customer? Amazon of course. If you build large eCommerce like Amazon then of course you need huge IT infrastructure for…

The worlds spends several trillions per year on public and private R&D. The AI frenzy could go on for a decade without making any money simple by R&D spend world wide. That's what …

Except for ATI, Nvidia drove all of them out of business. There is a reason why Nvidia dominates all GPU markets.

That's because Nvidia is offering a full ecosystem stack with HW, SW and networking clusters. And that gives customers the most flexibility. Nvidia dominates training and is highly…

Exactly, and Nvidia doesn't have to talk to the press, right? Or send them anything for free? The issue is that the press wants to show how a 8GB new card is slower than a 12GB old…

Jensen opens every large meeting with the sentence "we will be out of business in 30 days, if you don't get things right". This is Nvidia's mantra for 3 decades and remains so even…

Actually, Nvidia has already built the ecosystem. Now, they are refining and adapting it to the fast research in AI. Others talk about chips when Nvidia thought about interconnects…

And yet, Nvidia innovates in gaming with SW 10x more than anyone. Strange side business it is which is also worth billions by the way. Did you know that Nvidia has a gaming cloud r…

Because Nvidia focuses on being a partner in each industry you mention. See it that way, if you have an OS/SW for all the industries you mention then who is your competitor? Not th…

One of the most important contributors to QC is Nvidia because they try to help with GPUs in creating SW for QC and simulations. Nvidia has cuda quantum for years now.