Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
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Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#2[flagged]
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#3A better headline:
Nvidia rushed some investments in both companies just before they went public and are now are just waiting to get paid.
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#4Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#5Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.
nvidia will come back to the consumer side when the AI side stops being as profitable. Right now, it still seems like the margins for AI hardware is way higher than the same consumer product would sell for.
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#6Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.
And why should a business do that? Limited chip production capacity be spent on most profitable ventures.
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#7Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.
And why should a business do that? Limited chip production capacity be spent on most profitable ventures.
I should admit this is partly my personal preference.
That said, gaming has been a durable market for decades, and there’s a strong cycle where better chips enable better games, which then drives more demand for better chips.
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#8Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.
Datacenter income for nVidia last quarter was something like 62B vs the gaming market of https://nvidianews.nvidia.com/news/nvidia-announces-financia...
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#9Instead of pouring more money into OpenAI and Anthropic, Nvidia should invest more in expanding production capacity for the RTX 5000 series and future generations. High-end consumer GPU availability is still constrained, especially for the RTX 5090, and street prices remain elevated. Nvidia should come back to the consumer side.
Datacenter income for nVidia last quarter was something like 62B vs the gaming market of https://nvidianews.nvidia.com/news/nvidia-announces-financia...
It is insanely stupid that '4B' with a B, is 'too small' of an operating space.
Re: Jensen Huang says Nvidia is pulling back from OpenAI and Anthropic
#10[deleted]