Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Nvidia is now more valuable than Amazon and Google

forbes.com

Post reply on HN
Print view View original

231–240 of 379 posts

Re: Nvidia is now more valuable than Amazon and Google

#231

Post by creato »

AnthonyMouse wrote: post #139
autoexec wrote: post #111

Earlier quoted context omitted.

Is it an issue of supply? I figure they think non-gamers will be willing and able to pay far more for their hardware than most gamers could ever afford. If they sold comparable products to gamers at a low price the non-gamers would just end up buying them up and even if there was enough supply to satisfy the needs of everyone Nvidia would still be out a fortune. It'd be better for them to sell low priced gaming cards…

> If they sold comparable products to gamers at a low price the non-gamers would just end up buying them up and even if there was enough supply to satisfy the needs of everyone Nvidia would still be out a fortune. That's the point. They're not trying to do gamers a favor, if it was that they'd just make more cards. What they're trying to do is market segmentation, which customers despise and resent.

I don’t know, in the world you want, gamers don’t have GPUs, and NVIDIA has less money. The only winners are people buying hardware for data centers.

Re: Nvidia is now more valuable than Amazon and Google

#232

Post by pjmlp »

throw0101b wrote: post #76
pas wrote: post #22

Earlier quoted context omitted.

> Nvidia was already investing heavily that sounds very interesting, can you link/share/describe some details on it? how much did they invest? how? into CUDA? what else?

> how much did they invest? how? into CUDA? what else? CUDA 1.0 was released in 2007: * https://insidehpc.com/2007/07/nvidia-releases-cuda-10/ * https://developer.nvidia.com/cuda-toolkit-archive From SIGGRAPH 2007, "GPU computing with NVIDIA CUDA": * https://dl.acm.org/doi/10.1145/1281500.1281647 "NVIDIA: The Era of the Personal Supercomputing": * https://www.nvidia.com/content/events/siggraph_2007/supercom... Before…

And even better, NVidia understood not everyone wants to use plain old C for their GPGPU coding, and early on staring with CUDA 3.0 in 2010, introduced C++ support and PTX.

Later on they acquired PGI, which thanks to PTX, had C, C++ and Fortran compilers, thus adding Fortran into the mix.

Followed along by all the IDE, graphical debuggers tooling and library ecosystem.

Meanwhile Intel and AMD were doing who knows what at Khronos stuck in their "C is good enough" mentality, and barely released useful developer experiences.

Re: Nvidia is now more valuable than Amazon and Google

#233

Post by eastbound »

acchow wrote: post #189
behnamoh wrote: post #16

Somehow I wish it weren't true because I hate monopolies in any markets. Nvidia has been enjoying their absurd premium on consumer and production GPUs and intentionally removed the NVLink capability in the GeForce 4090 series (3090 had them) to avoid cannibalizing their A100 and H100 business. With NVLink, people could chain multiple GPUs and increase the overall VRAM without much reduction in bandwidth. But without…

Big tech and AI startups would buy all the 4090's in existence if they had NVLink. You would not be able to find one for gaming without a multiple x markup

So we’re deeply hampering our AI startups, limiting their growth and possibilities by jacking up the prices x10, to reserve some silicium only for gamers which could perfectly be used for AI?

Maybe gamers can wait and the next technological leap should have priority?

Re: Nvidia is now more valuable than Amazon and Google

#234

Post by mtsr »

MichaelZuo wrote: post #216
benreesman wrote: post #184

Earlier quoted context omitted.

I don’t have hard evidence of this, which makes it a thought experiment and not an assertion. Big-cap tech is utterly notorious for some of the worst anti-trust violations and other cartel-style behavior of any sector. This goes back as least as far as “Wintel” in the 90s and probably further that I didn’t watch up close. Suffice it to say that the Justice Department is extremely disincentivized to go after domestic…

To be honest this just sounds like a bunch of talking points stuck together, can you write a credible argument based on known case-law/precedent/etc... if you have a legal angle to critique?

Society isn’t shaped just by current laws, but also by where we want things to go. If the current situations is undesirable, changing laws and regulations is the way to change it. (Of course actually enforcing current laws and regulations can also go a long way in many cases…)

Re: Nvidia is now more valuable than Amazon and Google

#235

Post by gpt5 »

nerdponx wrote: post #170
yCombLinks wrote: post #96

Earlier quoted context omitted.

The forward PE is 31 for AMD, and Nvidia is at 33. Apple's forward PE is 26. The market prices are based on future expectations. Nvidia is expected to increase earnings by something like 3x, and AMD by 10X

Apparently, AMD can remain irrational longer than retail investors can remain solvent.

To be fair, it's much easier to increase your profits when your profit margins are 5% (AMD) vs 50% (Nvidia)

Re: Nvidia is now more valuable than Amazon and Google

#237

Post by renewiltord »

eru wrote: post #221
renewiltord wrote: post #211

Earlier quoted context omitted.

Everyone's learning to talk like a GPT.

Eh, I was already uncool before GPT came around.

Then perhaps it's the other way around and you're the reason I'm sometimes warned by LLMs that I shouldn't kill processes.

Re: Nvidia is now more valuable than Amazon and Google

#238

Post by leetcrew »

behnamoh wrote: post #16

Somehow I wish it weren't true because I hate monopolies in any markets. Nvidia has been enjoying their absurd premium on consumer and production GPUs and intentionally removed the NVLink capability in the GeForce 4090 series (3090 had them) to avoid cannibalizing their A100 and H100 business. With NVLink, people could chain multiple GPUs and increase the overall VRAM without much reduction in bandwidth. But without…

I don't love nvidia, but this is not the example I would choose to show why.

cutting edge hardware exists at prices that are affordable for hobbyists largely because a few key features for commercial use cases can be "artificially" turned off.

it sucks that you don't get to pay consumer prices for your highly lucrative application anymore, but the alternative looks a lot more like "tensor prices for geforce skus" than "geforce prices for tensor skus". we are already seeing this play out with crypto mining to an extent. I'd hate to see what would happen to the consumer market if AWS could just buy a bunch of RTX parts to rent out.

Post reply on HN