21–30 of 510 posts
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
Edit: Sorry fucked up my math. I wanted to do 40x52x4, $4/hr being the cloud compute price but that us actually $8300, so it is actually equivalent to about 4.5 months of cloud compute. 40 hours because I presume that this will only be used for prototyping and debugging, i.e during office hours.
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
I think the enthusiast side of things is a negligible part of the market. That said, enthusiasts do help drive a lot of the improvements to the tech stack so if they start using this, it’ll entrench NVIDIA even more.
It costs the equivalent of 2 years of cloud GPU H100s at current prices. Edit: Sorry fucked up my math. I wanted to do 40x52x4, $4/hr being the cloud compute price but that us actually $8300, so it is actually equivalent to about 4.5 months of cloud compute. 40 hours because I presume that this will only be used for prototyping and debugging, i.e during office hours.
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
“Bigger” in what sense? For AI? Sure, because this an AI product. 5x series are gaming cards.
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
“Bigger” in what sense? For AI? Sure, because this an AI product. 5x series are gaming cards.
Earlier quoted context omitted.
If I were NVidia, I would be throwing everything I could at making entertainment experiences that need one of these to run... I mean, this is awfully close to being "Her" in a box, right?
I feel like a lot of people miss that Her was a dystopian future, not an ideal to hit. Also, it’s $3000. For that you could buy subscriptions to OpenAI etc and have the dystopian partner everywhere you go.
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
“Bigger” in what sense? For AI? Sure, because this an AI product. 5x series are gaming cards.
I wonder how it would go as a productivity/tinkering/gaming rig? Could a GPU potentially be stacked in the same way an additional Digit can?
I feel this is bigger than the 5x series GPUs. Given the craze around AI/LLMs, this can also potentially eat into Apple’s slice of the enthusiast AI dev segment once the M4 Max/Ultra Mac minis are released. I sure wished I held some Nvidia stocks, they seem to be doing everything right in the last few years!
I think the enthusiast side of things is a negligible part of the market. That said, enthusiasts do help drive a lot of the improvements to the tech stack so if they start using this, it’ll entrench NVIDIA even more.
Surely a smaller market than gamers or datacenters for sure.
Feels like data center AI HW demand peak is over now that these things are trickling down to consumers and they are diversifying customers. Also going lower than expected on gaming HW, seems like they have enough fab capacity.