331–340 of 385 posts
Earlier quoted context omitted.
> But is not NVIDIA more of a software company than a hardware one? No? That’s why they have almost no competition. Hardware starting costs are astronomical
But the actual manufacturing foundry is TSMC no? And they create the whole software environment based on their chips.
Earlier quoted context omitted.
Industrial military complex and government contractors.
Jets, tanks, drones and data centers for intelligence services, even design, are full of electronics but what's the share of those not made in Taiwan?
Earlier quoted context omitted.
But then again what won't? Non tech stocks?
Gold stocks, basic materials, MSCI world and emerging market indexes. Look at their prices and see how very smart people are positioning their money.
It goes to nearly zero if China invades Taiwan, and that seems like it has at least a 10% chance of happening in the next year or two.
but they're expected to have 8 or 9 aircraft carriers by 2035, doesn't it make sense to wait until then?
Earlier quoted context omitted.
I hear your argument, but short of major algorithmic breakthroughs I am not convinced the global demand for GPUs will drop any time soon. Of course I could easily be wrong, but regardless I think the most predictable cause for a drop in the NVIDIA price would be that the CHIPS act/recent decisions by the CCP leads a Chinese firm to bring to market a CUDA compatible and reliable GPU at a fraction of the cost. It shoul…
I suspect major algorithmic breakthroughs would accelerate the demand for GPUs instead of making it fall off, since the cost to apply LLMs would go down.
Earlier quoted context omitted.
It's an analogy, it doesn't have to map 1:1 to AI. The point is that current situation around AI looks kind of similar to the situation and level of hype around Crypto when it was still growing: all the "ledger" startups, promises of decentralization, NFTs in video games and so on. We are somewhere around that point when it comes to AI.
I agree with the all the startups but AI is already much more useful in everyday tasks vs crypto. Eg: A chatbot assistant is much more tangible to the regular joe than blockchain technology
Their usage has declined primarily with OpenAI and Gemini tools, no one has mentioned Anthropic based models but I don't think normies know they exist honestly.
The disengagement seems to be that with enough time and real world application, the shortcomings have become more noticable and the patience they once had for incorrect or unreliable output has effectively evaporated. In cases, to the point where its starting to outweigh any gains they get.
Not all of the normies I know to be fair, but a surprising amount given the strange period of quiet inbetween "This is amazing!" and "eh, its not as good as I thought it was at first."
Earlier quoted context omitted.
It's an analogy, it doesn't have to map 1:1 to AI. The point is that current situation around AI looks kind of similar to the situation and level of hype around Crypto when it was still growing: all the "ledger" startups, promises of decentralization, NFTs in video games and so on. We are somewhere around that point when it comes to AI.
I agree with the all the startups but AI is already much more useful in everyday tasks vs crypto. Eg: A chatbot assistant is much more tangible to the regular joe than blockchain technology
Earlier quoted context omitted.
I really don't understand the argument that nvidia GPUs only work for 1-3 years. I am currently using A100s and H100s every day. Those aren't exactly new anymore.
It’s not that they don’t work. It’s how businesses handle hardware. I worked at a few data centers on and off in my career. I got lots of hardware for free or on the cheap simply because the hardware was considered “EOL” after about 3 years, often when support contracts with the vendor ends. There are a few things to consider. Hardware that ages produce more errors, and those errors cost, one way or another. Rack spa…
Rack space and power (and cooling) in the datacenter drives what hardware stays in the datacenter
This article goes more into the technical analysis of the stock rather than the underlying business fundamentals that would lead to a stock dump. My 30k ft view is that the stock will inevitably slide as AI datacenter spending goes down. Right now Nvidia is flying high because datacenters are breaking ground everywhere but eventually that will come to an end as the supply of compute goes up. The counterargument to th…