81–90 of 340 posts
I think at this point, they should stop making it video “cards” but rather video “stations”, a full tower station with power supply and one giant “card” inside with proper cooling, etc., might also justify the crazy prices anyway.
Probably better to stick to the GPUs. Integration is a low margin game.
Earlier quoted context omitted.
Because their stock value is highly coupled with crypto mining and AI craze. The move from PoW to PoS for most crypto networks in combination with bust of ‘22. NVDA slid down in value. OpenAI debuts ChatGPT in late 2022 and now it’s suddenly bumping in price as the hype and rush for GPUs from companies of all types buys up their stock of GPUs. Demand is far outpacing the supply. Nvda can’t keep up. Thus, share price…
If you are a true believer that AI is not a craze, then the stock can only go up from here. If you think there is a chance that everyone gets bored of AI and moves on to some other fad that is not in Nvidia’s wheelhouse, then it’s probably down from here. I’m staying out of this bet: don’t have the stomach for it.
Earlier quoted context omitted.
Because their stock value is highly coupled with crypto mining and AI craze. The move from PoW to PoS for most crypto networks in combination with bust of ‘22. NVDA slid down in value. OpenAI debuts ChatGPT in late 2022 and now it’s suddenly bumping in price as the hype and rush for GPUs from companies of all types buys up their stock of GPUs. Demand is far outpacing the supply. Nvda can’t keep up. Thus, share price…
If you are a true believer that AI is not a craze, then the stock can only go up from here. If you think there is a chance that everyone gets bored of AI and moves on to some other fad that is not in Nvidia’s wheelhouse, then it’s probably down from here. I’m staying out of this bet: don’t have the stomach for it.
Seems logical since it's becoming impractical to cram so many transistors on a single die.
I haven't listened to Jensen speak before, but am I the only one who thought the presentation wasn't very polished? Not a knock on anything he has accomplished, just an observation that sorta surprised me
Then he went into a comedic monologue about GANS. But hey, at least that meant that the CEO was reading the actual conference proceedings...
Earlier quoted context omitted.
Canonical is a ripe target. Canonical has been trying to grow Ubuntu and other tools in the enterprise world for the last few years without significant success, and much of the Nvidia devkit stuff is built around Ubuntu.
Please do not give them this idea. Ubuntu is actually a pretty great daily driver desktop Linux, and I'd hate for that to lose priority and disappear. I'm not a fan of what happened to the Red Hat ecosystem for exactly the same reasons.
I think at this point, they should stop making it video “cards” but rather video “stations”, a full tower station with power supply and one giant “card” inside with proper cooling, etc., might also justify the crazy prices anyway.
I think at this point, they should stop making it video “cards” but rather video “stations”, a full tower station with power supply and one giant “card” inside with proper cooling, etc., might also justify the crazy prices anyway.
Probably better to stick to the GPUs. Integration is a low margin game.
Dell proves that selling complete units is very profitable.
Apple shows that owning the entire stack is immensely profitable.
Nvidia already has significant hardware and software investment. They very well could fully integrate and grab larger slices of the pie.
In fact, Nvidia already has complete appliance like fully integrated machines. But enterprises like to install their own OS and run their own software stack. These appliances have not caught on, at least not yet.
Earlier quoted context omitted.
Please do not give them this idea. Ubuntu is actually a pretty great daily driver desktop Linux, and I'd hate for that to lose priority and disappear. I'm not a fan of what happened to the Red Hat ecosystem for exactly the same reasons.
As someone who has used Ubuntu in the past and has now moved onto greener pastures, I appreciate everything Canonical and Ubuntu have done for the Linux community but there are many better options today and Canonical is already far from the company it once used to be.
They acquired Bright Cluster Manager a few years ago, who would be next on their list to acquire? It seems like they want to provide customers with the whole stack.