361–367 of 367 posts
Nvidia must be the fastest growing in revenue a company has ever been at their revenue, right? If you adjust for inflation I imagine they'd have some competition from the robber barons, but it's hard to imagine.
The topline is that the meteoric growth has already occurred. 18% quarterly revenue growth is good, YoY growth was 15x that.
Are you aware that meteors only go down, never up?
What’s baffling about all this is both AMD and Intel have competing offerings and those offerings see next to no traction in spite of being much more attractive from the cost standpoint. I understand why they aren’t taking off on the training side: fragmentation is very counterproductive there. But why not deploy them in large quantities for inference at least? The effort of porting transformer based models is trivia…
I think the problem the other players have is they don't actually want to compete head-on with Nvidia. AMD actually commissioned a drop-in CUDA emulator and we found out 'cause they stopped financing it and they open-sourced it as parts of the contract. I would speculate that no one actually wants a "clone wars" situation since it would commodify the GPU and reduce everyone's profit rate.
This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…
Earlier quoted context omitted.
Nvidia, being the 3rd most valued company in the world right now, couldn't get bought by any of its customers until after it's no longer relevant to leading the AI race and has been devalued accordingly.
I think GP means to buy nvidia products. Not to buy the company.
This stock is a great example of invest in stocks where you have strong knowledge. I saw pallets of h100s shipping that were worth 100s of millions each pallet (each card is $40k and you can fit a lot on a pallet) as someone working for a company buying these and knowing that many other companies were doing the same (we have 12+ months of back orders with nvidia alone). I invested last year at ~$250 when redditors we…
Studies in behavioral finance are clear that ordinary investors should not invest in individual stocks over indexes. There are too many pitfalls.
Even hedge funds with teams of sector analysts rarely beat the market consistently.
Earlier quoted context omitted.
B2C and B2B are completely different when it comes to moats. If I can save 20% of my data center costs and cut a price-gouging vendor while bringing the solution in-house at a big tech org I am a hero. Consumers won’t buy a Surface because Microsoft isn’t cool.
You ignore a very important fact which goes above any cost and that is security and stability. A fast unstable or unsafe system belongs into the trash can in any enterprise. B2C will first ask about security and stability. Do you think AWS, Azure and GCP are the cheapest cloud offerings? Of course not, but why do they dominate cloud computing in B2C while price gouging everyone? Because they offer something beyond pr…
If I am in charge of a data center I had better understand the impact of security and stability as well as the qualities of vendor relationships on my costs or I probably won’t be in that role very long.
You, on the other hand, apparently have never managed an enterprise ISA transition, or even cross-compiled software. The idea that Microsoft would just do that and that it would work is naive in the extreme. CAD software is compiled first for an architecture, and then generally within an operating system. It is all interconnected and interdependent.