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SoftBank sells its entire stake in Nvidia

cnbc.com

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Re: SoftBank sells its entire stake in Nvidia

#151

Post by tverbeure »

raw_anon_1111 wrote: post #137
ForHackernews wrote: post #92

Earlier quoted context omitted.

Given how poorly Intel and AMD have fared, it suggests the hardware moat is much deeper than the software one.

Nvidia doesn’t make hardware. It designs hardware. TSMC makes hardware.

You can make the same comment for pretty much any company that outsources (some of) its production, and it’d be irrelevant, pedantic and off-topic every time.

You’re also wrong. TSMC produces but a small part of the products that Nvidia sells: the silicon. They don’t produce any of the tens of thousands other components that go in a server.

Re: SoftBank sells its entire stake in Nvidia

#152

Post by adastra22 »

skylurk wrote: post #107
adastra22 wrote: post #85

Earlier quoted context omitted.

The fundamentals are different. Bitcoin mining is not intrinsically suited to acceleration on a GPU. It is a not-very-wide serial integer operation. AI inference on the other hand is basically just very large floating point tensor matrix multiplication. What does an ASIC for matmul look like? A GPU.

Sorta? If that was the full story, TPU would not be a thing.

TPUs are not fundamentally different or more efficient than NVIDIA hardware. They are just cutting out the middleman.

Re: SoftBank sells its entire stake in Nvidia

#153

Post by AnimalMuppet »

lvl155 wrote: post #83
randomNumber7 wrote: post #40

Earlier quoted context omitted.

I would have thought that the OpenAI bet is way more risky, because if someone comes along with a better model it could really hurt OpenAI. NVIDIA seems harder to dethrone imo.

They probably know more than us. Such as alternative chips or that the Chinese will go in-house sooner than we think. Nvidia’s moat is not as permanent as people think.

> Nvidia’s moat is not as permanent as people think.

Neither is OpenAI's.

Re: SoftBank sells its entire stake in Nvidia

#154

Post by maerF0x0 »

They're selling a public asset to the mainstreet dummy, so they can pour money on the AI fire so OpenAI can build more datacenters. This is another vein of circular funding, they're getting their cash from our retirement accounts via institutional investments and index funds.

Re: SoftBank sells its entire stake in Nvidia

#155

Post by AnimalMuppet »

JCM9 wrote: post #90

By low, sell high. Any Nvidia shareholders would be foolish not to sell at least part of their holdings right now. Don’t ride the bubble to the bottom.

When money is growing on trees, pick it.

(That doesn't necessarily mean sell it all. But HODL can get you broke. It's prudent to take some juicy gains while they're available.)

Re: SoftBank sells its entire stake in Nvidia

#157

Post by arisAlexis »

lvl155 wrote: post #83
randomNumber7 wrote: post #40

Earlier quoted context omitted.

I would have thought that the OpenAI bet is way more risky, because if someone comes along with a better model it could really hurt OpenAI. NVIDIA seems harder to dethrone imo.

They probably know more than us. Such as alternative chips or that the Chinese will go in-house sooner than we think. Nvidia’s moat is not as permanent as people think.

They sold all their stake in 2019 too look it up. For sure they know more then .. just missed a 40x bagger

Re: SoftBank sells its entire stake in Nvidia

#158

Post by Topfi »

ForHackernews wrote: post #128
Topfi wrote: post #102

Earlier quoted context omitted.

Both DuckDuckGo and Kagi are, purely focused on result quality in 2025 far better than Google currently, but that does not matter if one has no need beyond the most basic results. And much of the MS Office suite is actually a worse copy of another product, merely copied and forced via network effect. There are more than enough far better alternatives to e.g. Teams and OneDrive. The latter even makes Excel far less re…

DDG uses Bing's index. Kagi costs money. But you knew that already.

Kagi gives you free searches and you pay for Google with you data/advertisements so it costs something too, but you knew that already. And both provide more reliable results, so what are you trying to say?

Re: SoftBank sells its entire stake in Nvidia

#159

Post by diamond559 »

keiferski wrote: post #105
xnx wrote: post #80

Earlier quoted context omitted.

> They have by far the strongest brand Just like Blackberry, but instead of having to buy an new device to switch to the competition, the customer just needs to click on a different website.

Not a great analogy. Blackberry was never really for mass consumers and was always business-first. They lost to Apple because Apple won the mass market, and the mass market overwhelmed the specific niche business use-case that was BB. OpenAI is already the consumer-first AI platform. And, in my opinion, in the minds of the average consumer, the biggest one that is "an app" with memory and folders, vs. something like…

Yeah but consumers don't want to pay for these 7 second memes or "erotica", blackberries had actual value that companies paid for.

Re: SoftBank sells its entire stake in Nvidia

#160

Post by diamond559 »

baal80spam wrote: post #135
jpadkins wrote: post #113

Earlier quoted context omitted.

why?

Probably because something something Nazi.

Well the guy that owns it sieg heiled on stage twice so... Do you not have working eyes, or does something prevent you from acknowledging reality?
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